Document Automation

Gerald Hoyle
Gerald Hoyle Member Posts: 13 VERIFIED MEMBER
Third Anniversary 5 Up Votes Photogenic 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 VERIFIED MEMBER
    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 VERIFIED MEMBER
    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: 213 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    #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. :)

  • Hockeygr
    Hockeygr Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited May 14 #5

    So, document automation, huh? Sounds like a total game-changer! Imagine ditching the mundane task of manually drafting documents and letting technology do the heavy lifting instead. It's like having your own personal assistant, but way cooler!

    Now, about that "fake id" phrase you threw in there—got me curious! Are we talking about sneaky tricks or just some slang lingo I'm not hip to yet? Either way, count me intrigued!

    As for my take on document automation, let me tell ya, I'm all for it! Efficiency is the name of the game, right? Why waste precious time sweating over paperwork when you could be closing deals and living your best life? Plus, accuracy skyrockets when you let machines handle the nitty-gritty details. It's a win-win!

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