Copy documents

Deep Singh
Deep Singh Member Posts: 1 VERIFIED MEMBER
in Sales CRM #1

Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number

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Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    #2

    Hi @Deep Singh

    You can use Templates to save the needed setup and generate a brand-new document from this. However, we don't assign an automatic reference number inside the document, not sure how exactly you need it. Maybe you can find some workaround with our custom fields discussing with our official support.

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