Insert products fields in emails with worklow automation.

Bastien CHAMPIER
Bastien CHAMPIER Member Posts: 4 VERIFIED MEMBER
Third Anniversary First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

Hi !

It would be great to have the possibility to insert the products fields attached to an offer into an email generated in a workflow automation.

For exemple, when a deal is won, automatically send an email to a businness manager with alle the information of the deal (products, and all other prepared fields associated).

The launch of projects in production will therefore be done with a single click, the "won" button of the deal.

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  • Mike Wiener
    Mike Wiener Member Posts: 12 VERIFIED MEMBER
    Third Anniversary First Comment
    edited September 2021 #2

    This seems like a great addition, adding the "products" to the "autofill fields" in emails would be a welcome part of this 

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