Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋
I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful !
Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive.
Once we are moving to a step, it is generating an automatic document fulfilled by the client's informations. In my case, the client informations + its products list on PipeDrive Offer for generating the PO and being able to send it automatically with a signature.
I am actually taking a morning on my week-end for doing it, could have my full week-end back with this feature!
But, congratulations for this work PipeDrive team !