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JHoll
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Jessica Hollinger

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NVejby on January 29, 2021
Automatically create quote when deal is moved to new deal stage
Hi! I wanted to create a workflow that automatically creates a new quote when a deal is moved from any stage to another specific stage in the pipeline. Does anyone know if this is possible?
Reply Discussion Professional Sales
25 upvotes
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JHoll
Member
October 10, 2022
Are there any integrations that can make this happen yet? This is easily done in Salesforce with Apptus. This would save an immense amount of time fo...read more
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