Create a Purchase Order from a Deal that is closed Won

Gavin Perry
Gavin Perry Member Posts: 3
First Comment First Anniversary Photogenic

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

2 votes

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