Create a Purchase Order from a Deal that is closed Won
Gavin Perry Posts: 1
edited March 16 in Ideas and Product Feedback #1
With the introduction of Projects, Pipedrive is becoming more than just a CRM which is awesome. One feature I would love to see added is the ability to create a Purchase Order once a deal is closed won.
- Create Deal
- Create Quote using Smartdocs pulling in the products
- Closed Won
- Create Purchase Order to the supplier using SmartDoc pulling the BUY PRICE from the products against the deal
- Create Project to implement the Closed Won Deal
At this point in time it is not possible to use the Direct Cost fields against the product in a smartdoc.
Please add this capability