When will the deal-based workflows are released? Are you still in beta?
Yes, an update would be very much appreciated.
Also - the ability to customize quotes (product line items, discounts, terms, and conditions) I think needs to be improved to be truly viable. It lacks sufficient flexibility to accommodate various business models currently. We still have to use PandaDoc integrated with Hubspot with some custom integration via webhooks, Zapier, and the PandaDoc and Hubspot API to pull information from quotes into deals (total price, cost, gross margin, net margin, etc.).
Deal-based workflows have now been released out of beta and are available to all Sales Pro and Sales Enterprise portals.
We use deal workflows to put an “auto-renew” deal in the pipleine close to the end of the customer’s contract. The fact that the workflow can create a deal - but does not associate that deal with the relevant company - is something so basic that we were shocked to find it didn’t… you know, just DO it.