Automation for new document creation with new deal stage

Paul M Young

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

Josh Buesking

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

Manuel Oliveira

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

Boppa

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)

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