Note on a product in the deal

BaptisteBCA
BaptisteBCA Posts: 250
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edited June 2022 in Ideas and Product Feedback #1

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

5fdb25c8e0e6e62ed5b04683_47083.png
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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
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    edited February 2022 #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 Posts: 250
    Third Anniversary 100 Comments 5 Likes Name Dropper
    edited December 2020 #3
    Boris Tsibelman said:

    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: 21
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    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: 21
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    edited March 2021 #5

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

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