Automation to create SalesDocs
Gerson Andrade Posts: 21
edited June 2022 in Ideas and Product Feedback #1
How good it would be to automate the sales doc creation?
I see at least 2 scenarios in my business that would benefit immediatly from this possibility:
- Every time deal is updated with products and values, the salesdoc "quote" is automatically created
- Each time a deal is won, we create a salesdoc with details related to the deal / person / organization / owner that we call "pre-populated work order"
Currently the workfow automation allows actions related to Leads/Deals/Person/Organization/Activity/Email, but SalesDocs are not available so we cannot define action to automatically create documents. It would be really usefull for us
@Users: Please share if you also see added value in this functionality.
@Pipedrive: let us know if this makes sense, if technically possible/or to be considered.
Mike van der Valk Posts: 4,052edited January 2022 #2
Great suggestion @Miguel Carvalho I can see that our team working on it has internally already taken some notes to consider this for the future can't promise anything unfortunately but we've seen your suggestion!0