Automated Document Naming via Data field usage

Martin Pfeiffer
Martin Pfeiffer Posts: 76
10 Comments 5 Up Votes
edited July 2022 in Ideas and Product Feedback #1

Dear Pipedrive Team,

 

am already enjoying ur new feature = Documents and set up my first template...

My suggestion after creating couple quotes would be to allow in template title to use data field tags like: [Deal Title (deal title)] + ... whatever else is needed to start of with unique document titles the moment they are created.

 

THX

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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #2

    Thanks for passing it along @Martin Pfeiffer happy to hear you're liking the feature and I'll make sure your feedback reaches our team behind it!

  • SPS
    SPS Posts: 6
    Photogenic First Comment
    #3

    agreed, need to use able to use data fields and other variables in the document title , that would be great.


    for example deal name and customer full name

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