Create a Purchase Order from a Deal that is closed Won

Gavin Perry

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