Using workflows to autocreate quotes

This would be HUGE for us as we could also leverage the Stripe integration.

  • We have an original deal which sets product, price, and ESTIMATED volumes for our new client for the 12 month period.
  • We bill weekly based on ACTUAL volumes
  • If we could leverage a simple upload and workflow to automatically create and send weekly Quotes (invoices), we automate a huge portion of our billing and can leverage Stripe for our payments.

Anything we can do to assist let us know.