Automation for new document creation with new deal stage

Paul M Young
Paul M Young Member Posts: 2 VERIFIED MEMBER
5 Up Votes
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: 218 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: 1,323 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.

  • Boppa
    Boppa Member Posts: 49 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes Name Dropper
    #4

    Yes, document creation really should be automated, almost by default, for the following reasons:

    1. To create each document takes at least 10-15 seconds with Google Drive. My team loses over an hour a day manually creating these. It would be SO much easier to move to a stage and generate the document.
    2. If the document is auto-generated, we can then automatically send them too.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #5

    I can help you automate this with Relay.app @Boppa

  • Sven Braam
    Sven Braam Member Posts: 10 VERIFIED MEMBER
    Third Anniversary Name Dropper Photogenic First Comment
    #6

    Hi @Amit Sarda (AmitSarda.xyz)

    I can't find anything in Relay.App that does relay with SmartDocs or Document creation. Do I miss something?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #7

    I don't know what you looked at. If you need my help, you can book a call.

  • Sven Braam
    Sven Braam Member Posts: 10 VERIFIED MEMBER
    Third Anniversary Name Dropper Photogenic First Comment
    edited December 9 #8

    @Amit Sarda (AmitSarda.xyz)
    Well, it looks impossible to do anything with documents with any "zapier"-kinda-tool.

    Do you say it's possible to "automatically generate" documents from within a template and sent them out by moving a deal from a stage to another one? (within pandadoc this is very easy)
    I thought it would be smarter to use a native integration like SmartDocs, but for now it's holding me back a little bit.

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