Document Automation

Gerald Hoyle
Gerald Hoyle Posts: 14
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Could Pipedrive add document creation to the workflow automation options? 

Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the creation of incorrect documents. Be great if the automation could name the document rather than using the deal title and date by default.

This may already be happening, i didn't see it as an option when i tried setting up an automation though.

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