A SmartDocs improvement

Pavel Nykl
Pavel Nykl Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi guys, 

I would like to vote for a SmartDocs improvement. This is my tip. What do you think? 

Now I can put the Product Table in my offer template in the current SmartDocs. But in that case all the products of all categories are in one table on one place in the offer. I would like to have the way that I can insert the product table of specific category on one place in a template and the tables of the other categories on the other different places (chapters) of the template. 

As we have many product categories in our proposals - licences, projekt MDs, MD rates etc. current SmartDocs templates are not usable for us. 

Best wishes for all of you, 
Pavel

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Comments

  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Pipedrive Team Posts: 96 PIPEDRIVE TEAM
    Fourth Anniversary 25 Likes 10 Comments First Answer
    #2

    Hi Pavel!

    This is a very good use case for using product tables when building your proposals.

    We will put it together with the rest of the feedback regarding Smart Docs.

    More feedback, feel free to reach out 👌

  • devksx
    devksx Member Posts: 1 VERIFIED MEMBER
    First Comment
    #3

    Hi, is there any update on it since then?

  • Barry Benton
    Barry Benton Member Posts: 7 VERIFIED MEMBER
    Second Anniversary Name Dropper First Comment Photogenic
    #4

    Hi, are there any updates on this item?

This discussion has been closed.

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