Smart Docs insufficient use of Product Table

Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals.

The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is calculated with those inputs.

When using Variants  it is a MUST to show them in a Proposal! Otherwise separate Products have to be created.

The requested information exists in Pipedrive (se below, Variation: BAS * Duration: 12 months) and should be added as new columns or add it as a complement after the NAME.

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  • Torbjörn Johansson
    Torbjörn Johansson Posts: 112
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited February 25 #2

    Lucky me, I just found out that if I edit a template my requested fields are available but not if I open and edit a document.

     

  • Natasha Kupusovic
    Natasha Kupusovic Posts: 102 PIPEDRIVE PRODUCT MANAGER
    10 Comments Name Dropper 5 Likes Photogenic
    edited July 2021 #3

    Lucky me, I just found out that if I edit a template my requested fields are available but not if I open and edit a document.

     

    Hi @Torbjörn Johansson

    If a deal doesn't have particular data, the Pipedrive field corresponding to that data will not be available in the document editor. Since templates aren't related to one deal, all of the Pipedrive fields are available in the template editor. 

    Will you confirm that this is the case for your deal as well? 

    All the best! 

    Natasha from Pipedrive

  • Torbjörn Johansson
    Torbjörn Johansson Posts: 112
    10 Comments Second Anniversary 5 Up Votes Photogenic
    edited July 2021 #4

    Lucky me, I just found out that if I edit a template my requested fields are available but not if I open and edit a document.

     

    Hi, you are probably right.

    In the template editor I miss the field Duration unit, I have Product duration.