Smart Docs ... unable to offer different altenatives???

Solutions & Co.
Solutions & Co. Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Sales CRM #1


We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting!

BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) With PandaDocs all we have to do is add all of the products in Pipedrive... create the proposal ... copy the price table to create 2 different tables. Then, on table one we remove the products that belong in Plan B ..and in table 2 we remove the products that belong in PLan A.... and the sub-totals for each table refresh! VOILÀ!... Smart Docs doesn't want to do that.  How can I create a proposal with different alternatives and products?


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