Automation for new document creation with new deal stage

Paul M Young
Paul M Young Member Posts: 2 NEW MEMBER
edited September 20 in Ideas and Product Feedback #1

Hi,

I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of creating a document. Any other options?

Paul

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  • Josh Buesking
    Josh Buesking Member Posts: 208 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #2

    There is no way to automate documents. Would be a game changer if there was for us that use them.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,259 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #3

    Hi @Paul M Young, I have moved your question to the feedback section so other members can see it and vote on it.

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