What are some good ways to support a fully customizable product in a SaaS subscription setup? My customer does not use product descriptions in their output documents or deal records—only product name and price are shown. Is there a way to let them freely edit the product name and price, while keeping the SKU constant and still syncing all changes back to Salesforce? Their products typically appear as groups of repeatable questions.
Solved
Customizable Product Options with SFDC Sync
Best answer by BrettHub
Yes! This can be achieved fairly easily through proposal attributes that replace the function of Line Item name and Description. For example, you might create 2 new proposal attributes: Product Name Display and Product Description Display. You can hardcode the names/descriptions of all products where you don’t want them to change the details, then for the ones that you do, you can create a question in the repeatable questiongroup where the sales rep can define the product name/Description (In this case, I would also prepopulate them by pulling in product attributes with those values so they can have a default answer to change instead of it being full free-fill.)
Then, once you have that set up, you can map those questions to your attributes, then replace the Line Item and Description columns in the pricing tables with those attributes, relabel them on the pricing table, and bingo, bango, bongo, you have custom names and descriptions
+1Yes! This can be achieved fairly easily through proposal attributes that replace the function of Line Item name and Description. For example, you might create 2 new proposal attributes: Product Name Display and Product Description Display. You can hardcode the names/descriptions of all products where you don’t want them to change the details, then for the ones that you do, you can create a question in the repeatable questiongroup where the sales rep can define the product name/Description (In this case, I would also prepopulate them by pulling in product attributes with those values so they can have a default answer to change instead of it being full free-fill.)
Then, once you have that set up, you can map those questions to your attributes, then replace the Line Item and Description columns in the pricing tables with those attributes, relabel them on the pricing table, and bingo, bango, bongo, you have custom names and descriptions
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.