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Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

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change column name in csv when importing products into pandadoc catalog

change column name in csv when importing products into pandadoc catalog

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Anna Kovalchuk shared this idea  ·   ·  Admin →
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  • AdminValeryia Baranava (Admin, PandaDoc) commented  · 

    "We are trying to sync our master items database to our PandaDoc catalog items, but have a few duplicates that do not represent the same data. I was wondering if it is possible to change the field labels in PandaDoc.

    PandaDoc Current labels:

    NAME
    PRICE
    FOLDER

    Can these be changed to:

    NAME > SalesDescription
    PRICE > SalesPrice
    FOLDER > PreferredVendor"