New Automation

brinley Member Posts: 1
edited May 2023 in Workflow Automation #1

Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted:

I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I have completed the quote?

Upvote if you could benefit from this too👆️