Products & Documents

Where can I learn more about Pipedrives abilities to create proposals by pulling information about attached products into a Document template. 

I'm wondering how it can be formatted with product name, price, and a description of the service. I see an option to merge a Product Table. Can a template for that table be defined before the merge? Or can that only be changed after the merge?

Is the only way to handle line itemed proposals that include multiple products to use the product table or can the merge place separate products on seperate lines with prices and descriptions without using a table?

 

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  • Sofia Carmo
    Sofia Carmo Ex-Pipedrivers Posts: 9
    Pipedrive Employee
    edited February 25 #2

    Hi Brad! 
    I'm Sofia, product manager at Pipedrive and working in the Sales Documents feature.
    You can check here how to set up a template with products. 
    Check also this webinar at minute 19:20.

    • Product fields will only work with a template if they exist inside the product table. 
      This means that product fields will not work outside a table.
    • To add the product table, first copy and paste the table into your template body. 
    • The table will auto-populate with a set of default product fields but you can customize them to your preferences. 
      • You can add new columns, remove existing columns, even concatenate different product fields in the same column.  You just need to add a column to the table, give it a title and copy and paste the product field to the body of the table (2nd row of the table)
      • And you can also change the column and table format.

    I hope this will help. Thanks

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #3

    Hi Brad! 
    I'm Sofia, product manager at Pipedrive and working in the Sales Documents feature.
    You can check here how to set up a template with products. 
    Check also this webinar at minute 19:20.

    • Product fields will only work with a template if they exist inside the product table. 
      This means that product fields will not work outside a table.
    • To add the product table, first copy and paste the table into your template body. 
    • The table will auto-populate with a set of default product fields but you can customize them to your preferences. 
      • You can add new columns, remove existing columns, even concatenate different product fields in the same column.  You just need to add a column to the table, give it a title and copy and paste the product field to the body of the table (2nd row of the table)
      • And you can also change the column and table format.

    I hope this will help. Thanks

    Hi @Sofia Carmo I did a lot of exploring last night in documents and still waiting on support to investigate an issue of why mine opens in two separate tabs rather than what is shown in the demo video. Haven't heard back in awhile. Guessing support is busy but dont worry its not critical. 

    I will check out that webinar. Thanks for the response!

    https://www.loom.com/share/a24c0b29c8254efcb692573a96135221
  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #4

    Only other complaint is MS Word. Sure wish it used an Apple Pages editor. so much easier that MS word. Why doesn't the editor display what is in headers and footers until it's sent to print preview? 

  • Sofia Carmo
    Sofia Carmo Ex-Pipedrivers Posts: 9
    Pipedrive Employee
    edited March 2021 #5

    Hi Brad! 
    I'm Sofia, product manager at Pipedrive and working in the Sales Documents feature.
    You can check here how to set up a template with products. 
    Check also this webinar at minute 19:20.

    • Product fields will only work with a template if they exist inside the product table. 
      This means that product fields will not work outside a table.
    • To add the product table, first copy and paste the table into your template body. 
    • The table will auto-populate with a set of default product fields but you can customize them to your preferences. 
      • You can add new columns, remove existing columns, even concatenate different product fields in the same column.  You just need to add a column to the table, give it a title and copy and paste the product field to the body of the table (2nd row of the table)
      • And you can also change the column and table format.

    I hope this will help. Thanks

    Hi Brad!
    The reason why it opens 2 windows is that you are using Microsoft One Drive integration. 

    For now, we have 2 integrations available, Google Drive and Microsoft One Drive or Sharepoint integration. The user experience has that difference:

    • Google Drive opens one window with a side bar with Pipedrive fields. 
    • And Microsoft opens 2 windows side by side, one with the document editor and another with Pipedrive fields.

    But the core functionalities work exactly the same for both.
    As Google Drive integration was enabled first, the majority of our support material shows that flows. You can check our latest webinar where we show Microsoft UX.

    Thanks.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited March 2021 #6

    Hi Brad! 
    I'm Sofia, product manager at Pipedrive and working in the Sales Documents feature.
    You can check here how to set up a template with products. 
    Check also this webinar at minute 19:20.

    • Product fields will only work with a template if they exist inside the product table. 
      This means that product fields will not work outside a table.
    • To add the product table, first copy and paste the table into your template body. 
    • The table will auto-populate with a set of default product fields but you can customize them to your preferences. 
      • You can add new columns, remove existing columns, even concatenate different product fields in the same column.  You just need to add a column to the table, give it a title and copy and paste the product field to the body of the table (2nd row of the table)
      • And you can also change the column and table format.

    I hope this will help. Thanks

    @Sofia Carmo do you know if there is a way for me to take that total and have it divided by a number and have it display that sum? we generally bill in 8 or 4 payments depending on the service. just for the bottom subtotal 

    image
  • Sofia Carmo
    Sofia Carmo Ex-Pipedrivers Posts: 9
    Pipedrive Employee
    edited March 2021 #7

    Hi Brad! 
    I'm Sofia, product manager at Pipedrive and working in the Sales Documents feature.
    You can check here how to set up a template with products. 
    Check also this webinar at minute 19:20.

    • Product fields will only work with a template if they exist inside the product table. 
      This means that product fields will not work outside a table.
    • To add the product table, first copy and paste the table into your template body. 
    • The table will auto-populate with a set of default product fields but you can customize them to your preferences. 
      • You can add new columns, remove existing columns, even concatenate different product fields in the same column.  You just need to add a column to the table, give it a title and copy and paste the product field to the body of the table (2nd row of the table)
      • And you can also change the column and table format.

    I hope this will help. Thanks

    Hi Brad!
    No, it's not possible. It is not possible to add calculations to these fields. We will in any case take your feedback into account.
    Thank you.