I would like to be able to create some automations.
For example when I send a proposal, I would like to automatically save a csv for the estimate of all fields, and a pdf copy of the proposal sent.
That way if I then make changes to the estimate, I have a snapshot of the original estimate and proposal and could recreate it.
The ability to set triggers and actions would be great.
like when a proposal is read, do A,B,C
if a proposal is accepted do A,B,C
On a manager side:
if a lead has sat for x days without moving to the next step, notify me, or update a file.
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Submitted
π‘ Feature Requests
About 20 hours ago

Ethan Forns
Get notified by email when there are changes.
Submitted
π‘ Feature Requests
About 20 hours ago

Ethan Forns
Get notified by email when there are changes.