Add information to PD variables in Smart Docs

Torbjörn Johansson
Torbjörn Johansson Posts: 112
Third Anniversary 10 Comments 5 Up Votes Photogenic
edited July 2022 in Ideas and Product Feedback #1

When using templates in Smart docs it is efficient to use Pipedrive variables. I still lack some variables.

In proposals I want to add Deal owner name, email and phone number. Today is only name possible. Email exists in Pipedrive but not accessible. Phone number does not exist but could be added as a field when you add a new Pipedrive user.

I also want todays date to be in another format YYYY-MM-DD not as today with characters and digits.

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  • Bert Calatz
    Bert Calatz Posts: 73
    10 Comments Community Driver
    edited February 2022 #2

    Hi @Torbjörn Johansson ,

    Good ideas. As for the email address, it's just available.  What I would find useful myself are things like automatic numbering of quotations, for example. But it's all work in progress I presume

    image
  • Torbjörn Johansson
    Torbjörn Johansson Posts: 112
    Third Anniversary 10 Comments 5 Up Votes Photogenic
    edited June 2021 #3
    Bert Calatz said:

    Hi @Torbjörn Johansson ,

    Good ideas. As for the email address, it's just available.  What I would find useful myself are things like automatic numbering of quotations, for example. But it's all work in progress I presume

    image

    Great news, then its only phone number that is lacking.

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