*Automatic follow-up emails when a deal goes ''rotten'' in a specific stage.
*Automate the creation of contracts (taking data from the deal and creating PDF from the template) and automate sending the contract with extra information to clients email.
2) Make a portal (on company homepage, currently running on Squarespace), where the client would
*Be able to upload documents and files to the deal
*See the exact stage, in which stage their deal is in (with information, what will happen at this stage).
Any help would be appreciated!