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Ideas to Improve PandaDoc: Fillable Fields & Variables

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custom fields in Price Table

Assign custom fields to columns in the Price Table

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Stephanie Driscoll shared this idea  ·   ·  Admin →
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  • Fiona Maher commented  · 

    We have a major issue where the description field of the line item/product is displayed in both Sales Proposals (pseudo quote) and Contracts. We can only use deal line items to populate the contract because the line item description needs to meet legal criteria which we don't want to use in Sales Proposals.
    As a result of needing to manually populate the pricing table in Proposals, we spend a lot of time updating the PandaDoc catalogue with changes to pricing. Updating pricing has become a cumbersome task of updating both HubSpot and PandaDoc doc.
    I just want to be able to map a different text field to the description column. At the moment the description field in PandaDoc is hard wired to the description field in HubSpot.