E-Mail template "Product field" not available

Michael Giftthaler

Dear all,

I have created an automated workflow triggered by a won deal to inform our after-sales team. 

To provide the necessary information, different fields are drawn in an E-Mail template.  Unfortunately the  important field "products" can not be selected to be sent to our after-sales team.

Am I the only one with this setting? Can anybody help? (I do not want to create the work-around with a custom field)

Best Regards

Michael

 

 

Mike van der Valk

Hi @Michael Giftthaler 

Thanks for sharing. Unfortunately the field isn't available now are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

Jürgen Kuttenberger

Mike van der Valk said:

Hi @Michael Giftthaler 

Thanks for sharing. Unfortunately the field isn't available now are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

Hi @Mike van der Valk: We have the same problem discribed above. For us the product information is necessary as well. Is there a solution in progress?

kind regards, 

Jürgen

Inês Batata

Mike van der Valk said:

Hi @Michael Giftthaler 

Thanks for sharing. Unfortunately the field isn't available now are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

Hi @Jürgen Kuttenberger !

We're currently getting ready for customer interviews, and a subject will be, among others, email templates. So this might be in the future scope if we validate the need at a greater scale. I can't promise anything but I have nudged the Product Manager to consider interviewing you and @Michael Giftthaler 😉

In the meantime, this is where we make all product update announcements, make sure to follow them:

• Follow What's Planned to know what we're currently working on and what’s to come.
• Follow What’s New and don’t miss any new release announcements.
• Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.

Mike Wiener

Mike van der Valk said:

Hi @Michael Giftthaler 

Thanks for sharing. Unfortunately the field isn't available now are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

any updates regarding this topic?

Change Masters

Mike van der Valk said:

Hi @Michael Giftthaler 

Thanks for sharing. Unfortunately the field isn't available now are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

I am also looking for Product Fields in email templates. I find it odd that all the other types of fields are there except products?

 

Thanks

Hermann @ Change Masters

VoIPman

Hi, this would be really good. Its pretty standard CRM functionality.

Greg Johnston

We need this add product details to email template feature too! Any update on when this will be available?