I have some automation for deal creation. I want to also be able to send a PDF which gives a summary of a deal to various sources.
Looking for a tool that can pull info from a deal.. as well as associated records and line items for the deal.
Any suggestions???
Good morning @Keegan4123
Have you checked out Chilidocs or Pandadoc on the marketplace?
Both tools that should be able to help solve your problem. I do believe @Roger is responsible for Chilidocs so may be better placed to give you deeper advice.
Hi @Keegan4123
I believe that you can achieve this with Zapier or Make
or definitely with Oeprations hub and a custom coded action.
hope this helps