Auto fill Invoice

Shawn Speeney
Shawn Speeney Member Posts: 2
edited July 2022 in Sales CRM #1

When creating a deal and inputting the items and pricing it would be nice to carry that information over into the invoice function so that the information does not have to be manually put in again. 

https://www.loom.com/share/f84c64cc0b5b460985879aba16561cf0
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  • Bruno Domingos
    Bruno Domingos Posts: 27 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited February 2022 #2

    Hi @Shawn Speeney 

    Thanks for sharing. We are currently working on having this fixed. We should start beta testing within a couple of weeks so please let me know if you are interested in being part of it.

    Thanks, Bruno

  • Shawn Speeney
    Shawn Speeney Member Posts: 2
    edited March 2021 #3
    Bruno Domingos said:

    Hi @Shawn Speeney 

    Thanks for sharing. We are currently working on having this fixed. We should start beta testing within a couple of weeks so please let me know if you are interested in being part of it.

    Thanks, Bruno

    Hi Bruno,

    That's great news and yes I would be willing to help beta test it. Please let me know what you need. 

     

    Shawn 

     

    www.limitlesswalls.com

    Shawn@limitlesswalls.com

    18887223674

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