How to merge the description on quickbook estimate with pandadoc template

Thank you for choosing QuickBooks as your business tool, @selezioneinteriors.

If you added a new variable to your template, you’ll be asked to choose a QuickBooks field to match with the PandaDoc variable at the time you send the document to your customer. QuickBooks sends the form data to PandaDoc, which displays it on the customer-facing document.

You can match new fields before sending the document in QuickBooks.

1. Go to Apps.
2. Select the My Apps tab.
3. On the PandaDoc tile, select the Action drop down menu, then Export Settings.
4. In the QuickBooks Transaction dropdown menu, select the transaction type.
5. In the PandaDoc template dropdown menu, select the template name.
6. Next, you’ll see QuickBooks field names and the PandaDoc fields they're matched with. Use the drop down menus to select a QuickBook field to match with any PandaDoc fields.
7. Select Save and close.

Visit us here again if you have other questions or concerns about using QuickBooks. I'm always here to help.

I have tried that but the PandaDoc tile on my isn't clickable is there a reason why other fields on Quickbook are showing on my PandaDoc template except for the description part?

Hi, I have tried following the solution you provided but the PandaDoc tile doesn't seem to be clicking or showing any drop-down menu to click. Probably a screenshot of the solution will help.

Hi @selezioneinteriors. I appreciate you tried the steps presented by my peer.

In your case, since the PandaDoc tile doesn't seem to work or shows any drop-down menu to select, I recommend contacting PandaDoc support. There may have been settings that they can allocate to make the option available and map the fields in QuickBooks. Here's the link to contact them: PandaDoc Support.

Meanwhile, you can read this article to get insights about customizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can always swing by if you need more assistance. We're always here to lend a hand. Stay safe and well.