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Google Docs {{Merge}} Fields



Publication le 21 août 2021

Feature Request Summary: 

We all create a lot of documents. There are of course many solutions for this, such as Pandadocs etc, but those who are already subscribed to the Google Eco-System (who isn't) can see that Google Docs/Sheets etc presents a very powerful solution IF these programs were able to directly pull customer/deal data from Sell. 

Even more powerful, if it was able to pull data from Custom Fields from Customer/Deal/Company data pages. 

Description/Use Cases: 

A lot of our business is manual proposal development, which we have a good repository of "base documents" which we have developed in such as way that we use {{Merge}} tags to minimise any incorrect data input. We currently have to manually copy and paste to Doc Variables which is time-consuming and lends an opportunity to errors. 

It would be great if once the document variable has been inserted into the doc, that doc is then linked back to the deal/contact.

Pipedrive has recently added this feature called "Smart Docs".

Other necessary information or resources:


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