Importing Quotation Templates

Happy Thursday all :-)

Apologies for asking this, however I'm wondering how to import the attached template into PD and populate it with a deal I have saved. When I copy the Product Table it looks horrible.....

 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 25 #2

    Hi @Rob 

    Where are you trying to import this? Is this via our new sales documents feature?

  • Rob_29335
    Rob_29335 Posts: 12
    edited February 2021 #3

    Hi @Rob 

    Where are you trying to import this? Is this via our new sales documents feature?

    Hi Mike,

    Yes I was, so that I could populate it with any deal I have in PD....however it ended up looking terrible once I pasted the columns into it.

    Thanks 

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2021 #4

    Hi @Rob 

    Where are you trying to import this? Is this via our new sales documents feature?

    Gotcha, I'll pass this on to our sales docs team ;) thanks for sharing. Sorry about that and hopefully we can improve that soon!

  • Rob_29335
    Rob_29335 Posts: 12
    edited March 2021 #5

    Hi @Rob 

    Where are you trying to import this? Is this via our new sales documents feature?

    Thanks Mike