Pipedrive. Map product fields with pricing table columns

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Marya Maksimchuk
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Availability: Business and Enterprise plans

Column mapping allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.

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Enable column mapping

Start by opening a template you use to create documents from Pipedrive. Then, find a pricing table you’d like to set column mapping for, or add a new one. Next, access the data merge either in pricing table properties on the right, or below the pricing table by selecting +Product > Set up data merge from CRM/API. Finally, click Enable.

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Set up column mapping

In the data merge pop-up, first select Column mapping, then type field names from Pipedrive (on the left) to be matched with pricing table column names (on the right).

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The Pipedrive field name can be any of the following default product field names in Deals — Name, Description/Product Comments, Price, Quantity, sku, Discount, RateTax — and it’s crucial that you spell the name exactly as it’s spelled here.

You can also use the following custom fields map with PandaDoc pricing table columns: Text, Long Text, Autocomplete, Numeric, Multiple Options, Single Option, Phone, Date fields.

If you’d like to map more pricing table columns, close the data merge set-up, then add columns by selecting the plus sign on the right.

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Next, click the data merge header to access Column mapping. You’ll see the newly added columns on the right. Now enter the field name from Pipedrive on the left.

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After column mapping has been set up, you’ll see the Pipedrive product field names under the corresponding columns highlighted in blue.

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That's it! Whenever you create a document from Pipedrive using this template, the product fields will populate to the corresponding columns.

A few notes on product mapping

  • Text values from Pipedrive can’t be passed to the columns that allow only numbers (Price, QTY, Discount, Tax, Fee, Additional multiplier). 
  • Values with symbols (currency, percentage, etc.) will be pulled together with the value of the field only if mapped to the matching column (Price - Price).
  • Tax can’t be pulled to the pricing table with Column mapping. You can use RateTax instead of Tax.
  • Amount can’t be pulled to the PandaDoc pricing table.
  • No field values can be passed to Cost or Subtotal columns in the pricing table. The Subtotal column in the pricing table is calculated automatically.
  • Numeric custom product fields with a negative value can’t pass to the pricing table.
  • You can pass the Price field value only to Price, QTY, Fee, and Additional multiplier columns in Pandadoc. 
  • Quantity of your items in Pipedrive can be pulled only to QTY or Additional multiplier columns in the pricing table. 
  • Description/Product Comments field value can’t be mapped to the Name column in the pricing table. 
  • Sku can’t be pulled to Tax or Discount columns in the pricing table. 
  • Discount can be passed to the Price or Quantity pricing table columns only.

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