Quote builder: pull products from CRM when quote builder is added via Smart content
Option to populate products in Quote Builder within Smart Content upon document creation from CRMs
7
votes
Jomarie Papas
shared this idea
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AdminLori Nolen (Admin, PandaDoc) commented
Option needed by Customer: alan@accredible.com
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Matt Bynum commented
We desperately need this with the way we are quoting various service lines. When we go to quote a given service, or set of services, the SKUs relevant to that service can vary, and the appropriate smart content for SOW language should pull from the SKU.