AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
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Ayumi
Member Posts: 3 VERIFIED MEMBER
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I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created.
Currently the function only works for e-mail! Why not also the deal-related Document?
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Smart Docs has no API or Automation. I could make great use of it if there was.
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