AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
![Ayumi](https://us.v-cdn.net/6037014/uploads/userpics/PFVJF30HZOIW/nPWHAW61Q9OGI.jpeg)
Ayumi
Member Posts: 3 VERIFIED MEMBER
![5 Up Votes](https://us.v-cdn.net/6037014/uploads/badges/T5KOU269BZVN.png)
![Photogenic](https://us.v-cdn.net/6037014/uploads/badges/DWAP3NZPOC7U.png)
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?
Tagged:
2
Comments
-
Smart Docs has no API or Automation. I could make great use of it if there was.
1