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Custom Field use for Product Table
We use a custom Notes field for Products that include deadlines for when we need an asset from a client. I'd like to be able to pull this information when using the Product Table for a Document Generation, but the "Notes" that are being pulled are those created manually when attaching Products to the Deal.
It would save us a great deal of time if we could include Custom Fields in the Product Table rather than making a note for each product, especially when some clients have upwards of 50 products.
Comments
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Thank you for your feedback @Katie Moore , we appreciate it!
Currently there are no direct plans for it but the team noted down your suggestion for when they'll work on updates again. This is where we make all product update announcements, make sure to follow them:
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