Pricing sheet with Products and SalesDocs

Hi altogether, 

I am currently struggling with the following "vision". 

I want to automate the proposal creation process on our side. The proposal document is pretty straight forward as I can use the SalesDocs functionality and adept it to my needs.

My main problem now is that we are internally having a price sheet which I also want to cover with a combination of SalesDocs and "Word templates" as well as the use of products. My goal would be that I defined products which relate to the services of our software company:

  • Scoping
  • Analysis & Design
  • Customisation
  • Integration
  • Migration
  • Service Management
  • Project Management
  • etc.

They all have a daily rate and a quantity (person days). 

What I would like to take over into SalesDocs is a dynamic table . I know that there is a predefined set, but this doesn't really fit my needs as I would like to set up a view like this (see screenshot). 

image

The additional information is something which I need to maintain for each proposal as this is customer- / project- / proposal-specific. 

Ideally everything would be automatically generated through this view:

image

I hope be so grateful if anyone has an idea how to set it up so that I have the relevant information.

Regards,

Philipp

60212226582bc3080288e3a2_52936.png
60212275bf84464271c7dfe1_939.png
0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    Hi @Philipp Oberleitner 

    Unfortunately I don't have any suggestions for you but I can see that our team has seen your post and taken note about it. Hopefully we can solve this easier for you in Pipedrive in the future.