Document Automation

Gerald Hoyle
Gerald Hoyle Member Posts: 13
5 Up Votes Photogenic First Anniversary First Comment
edited June 2022 in Ideas and Product Feedback #1

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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  • tourwithlevi
    tourwithlevi Member Posts: 1
    First Comment
    #2

    Was this ever implemented? It would also be great if a document could be created based on which products are assigned to a deal.

  • Amy - Safety Panda
    Amy - Safety Panda Member Posts: 8
    Photogenic Name Dropper First Anniversary First Comment
    #3

    @tourwithlevi I don't think so. This would save us so much time!

  • Josh Buesking
    Josh Buesking Member Posts: 175
    First Anniversary First Comment First Answer 5 Likes
    #4

    Would love this, a sales doc trigger would be so helpful.

    Document API so we could add contracts purchase orders from other software would be great also. Files works great for pictures but documents is more for well documents. :)

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