Smart docs OR software Integration

Geoffrey_18787
Geoffrey_18787 Posts: 15
Solution Provider
edited July 2022 in Ideas and Product Feedback #1

Dear Pipedrivers,

I need some help to find the right solution.

My company is doing Retail and we are trying to merge everything in Pipedrive with Purchase order, Invoices, Packing list etc.

I see that Smart docs can be useful in terms of Sales Orders and quote but is quite limited for the rest because there are too many data and figures to add. 

For example in my packing list I have the same product with 10 different options and 10 more prices...

Is there someone in the same case ?

What would be the best tool / software to integrate ?

Thank you.

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  • Tom Chapman
    Tom Chapman Posts: 20
    Second Anniversary 10 Comments Photogenic
    edited April 2021 #2

    @Geoffrey  would the variations feature work for this? 

    image
  • Geoffrey_18787
    Geoffrey_18787 Posts: 15
    Solution Provider
    edited February 2022 #3

    Thank you Tom for answering.

     

    Actually yes this function would be useful if after in the deal process, once you have added prices variations, it can appears in your sales docs via Smart docs...

    For now I don't really see the purpose of it.

     

    Thanks.

  • Tom Chapman
    Tom Chapman Posts: 20
    Second Anniversary 10 Comments Photogenic
    edited April 2021 #4
    Geoffrey said:

    Thank you Tom for answering.

     

    Actually yes this function would be useful if after in the deal process, once you have added prices variations, it can appears in your sales docs via Smart docs...

    For now I don't really see the purpose of it.

     

    Thanks.

    It can appear in sales docs, users just need to choose the variation when inputting the products and then ensure the variations field is chosen in your sales docs template

     

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