Need the ability to template the title of smart docs
We create a few documents per deal (a quote, an agreement, etc.) all documents (even though created by different templates) come out with the same title in Smart Docs - it uses the deal title every time.
It would be useful to create the title as part of the template
Comments
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Hi Robin! ๐๐ป
You can add a Pipedrive field into the title of the template and it'll save the title (and replace the field with the correct data) when you generate a document from that template.
See attached example.
When editing a template, add placeholder to template title. 
When a document is generated, it keeps the template title & replaces the field with the correct data. Hope this helps!
Natasha from Pipedrive
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Natasha said:
Hi Robin! ๐๐ป
You can add a Pipedrive field into the title of the template and it'll save the title (and replace the field with the correct data) when you generate a document from that template.
See attached example.
When editing a template, add placeholder to template title. When a document is generated, it keeps the template title & replaces the field with the correct data. Hope this helps!
Natasha from Pipedrive
That's useful thanks. It would be great to be able to have a separate title to this too so my staff know which document it is. e.g. "US Company Quote" for internal but "Quote for [org name]" for external etc.
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