Note on a product in the deal

BaptisteBCA
BaptisteBCA Community Driver Posts: 250
Second Anniversary Name Dropper Photogenic Community Driver

Do you know if it is possible to display the note on a product in the deal, in a sales document ?
(Product table)

 

image

If this is not possible, it would be great to foresee it

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    I'm pretty sure you can't at the moment with Pipedrive directly, but it will likely come.

    I know in PandaDoc your able to pull that through, so eventually, PD will have that as well [probably] 

  • BaptisteBCA
    BaptisteBCA Community Driver Posts: 250
    Second Anniversary Name Dropper Photogenic Community Driver
    edited December 2020 #3

    I'm pretty sure you can't at the moment with Pipedrive directly, but it will likely come.

    I know in PandaDoc your able to pull that through, so eventually, PD will have that as well [probably] 

    Hi @Boris Tsibelman 

    Thank you :)
    I already use panda.

    I would love to be able to switch to SalesDocument and eSignature.

    But I can't because of this missing feature

  • Gerson Andrade
    Gerson Andrade Posts: 20
    edited December 2020 #4

    Agree!

    Product note is more relevant then product description for our business.

    As for now the product table in the sales document only has the product description and we need to change the text every time to explain what we are offering (our products are personalized)

    Whenever we do a v2 of the quote, we need to rewrite manually the text again and that's time consuming...

    A more customizable product table in sales doc with product note, would be great!

  • Gerson Andrade
    Gerson Andrade Posts: 20
    edited March 2021 #5

    Now it is :) we're using it since last week