We've been working on trying to automate our Quoting > eSignature > Invoicing process. Most recently, we had tried to do the first two using PandaDoc but it doesn't allow for the Pricing/Product table from an opportunity to pull through in a way we'd like.
We realised yesterday that Sales Documents now allows you to pull Product Category, Description and Variation into a table on a quote template (which I didn't think you could originally?). We've not got a great template, that allows us to create a quote from a deal in a couple of clicks.
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