Automation for new document creation with new deal stage
Paul M Young
Member Posts: 2 NEW MEMBER
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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Comments
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There is no way to automate documents. Would be a game changer if there was for us that use them.
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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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