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

 

Hello,

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 1 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 unique proposal with different alternatives and products?

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    You would need different templates.

    PandaDoc is much more powerful in what it can do in terms of document generation than Smart Docs. 

  • Solutions & Co.
    Solutions & Co. Posts: 4
    edited June 2021 #3

    You would need different templates.

    PandaDoc is much more powerful in what it can do in terms of document generation than Smart Docs. 

    Thank you Boris! Guess I'm going to have to stic with Pandadocs for now!

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited June 2021 #4

    You would need different templates.

    PandaDoc is much more powerful in what it can do in terms of document generation than Smart Docs. 

    If you are already using Panda, you'll likely be underwhelmed with  Smart Docs [today]

    Pipedrive has been adding more functionality to it so hopefully one day it's comparable.