Need the ability to template the title of smart docs

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Robin Blandford
Robin Blandford Member Posts: 18
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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

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  • Natasha Kupusovic
    Natasha Kupusovic Posts: 121 PIPEDRIVE TEAM
    5 Likes First Anniversary First Comment Name Dropper
    edited May 2022 #2
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    Hi Robin! 👋🏻

    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. 

    image
    When editing a template, add placeholder to template title.
    image
    When a document is generated, it keeps the template title & replaces the field with the correct data.

     

    Hope this helps! 

    Natasha from Pipedrive

  • Robin Blandford
    Robin Blandford Member Posts: 18
    5 Likes First Comment First Anniversary Photogenic
    edited May 2022 #3
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    Natasha said:

    Hi Robin! 👋🏻

    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. 

    image
    When editing a template, add placeholder to template title.
    image
    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.