Automate email with attachment from document template

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John Anctil
John Anctil Member Posts: 1
edited July 2022 in Ideas and Product Feedback #1

I am looking to automate sending an email when a deal is moved to a new state. What i want to have happen is for a template email to be sent, and request signature on an attachment generated from my document templates. 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited June 2022 #2
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    You won't be able to do this at the moment.  Automations cant be run on document generation through Pipedrive Direct.

     

    You can however likely achieve this functionality with PandaDoc <> Pipedrive 

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