Importing Quotation Templates

Rob_29335
Rob_29335 Member Posts: 12 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

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.....

 

image

 

image
Ignore This image
602e54b80a031485c93ad292_28949.png
602e53e25a343229e487dff9_70074.png
Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    Hi @Rob 

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

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited February 2021 #3
    Mike van der Valk said:

    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 Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited March 2021 #4
    Mike van der Valk said:

    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 Member Posts: 12 VERIFIED MEMBER
    edited March 2021 #5
    Mike van der Valk said:

    Hi @Rob 

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

    Thanks Mike

Categories