Automate email with attachment from document template
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John Anctil
Member Posts: 1 VERIFIED MEMBER
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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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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