Allow Use of Product Field Variables in Email & Smart Doc Templates

jams
jams Member Posts: 18
First Anniversary First Comment Photogenic

It would be great if the product and variation fields were available to use  in email templates. 

Similarly, it would also be great if they were available to place anywhere on the document when creating a Smart Doc template. Currently, it seems product fields can only be placed specifically in a product table, but our quote forms are formatted differently. Since we don't use product tables, we can't use product variables in our quotes.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited June 2021 #2

    +1 This would be great! 

  • Rebecca Lopez
    Rebecca Lopez Member Posts: 1
    First Comment
    edited October 2021 #3

    Yes, I'd love to have the product info in my email templates as well!

  • Sales Operation
    Sales Operation Member Posts: 4
    edited July 2022 #4

    In general, you can use invisible tables which are a standard Word feature. Thus, you wont have to use the table structure. But I agree that product var should be usable outside of tables

  • Hefe
    Hefe Member Posts: 7
    First Comment

    Yes the problem is in our case that we always offer one single product with a lot of data in it and I would not want the data to display in columns but each feature in one row...

    Or outside of a table each in one line...

    I do not understand why this possibility is not given? I see that this layout would only work with 1 product and not several... but still it would be cool!