Auto-Generate Quote from Deal
Creates a line item and quote with a 30-day validity period when a deal reaches the "Decision Maker Bought-In" stage.
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Trigger enrollment for deals
When this happens
Group 1
Deal stage is any of Decision Maker Bought-In
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1. Create Line Item from Product
2 × 150
Click to see configuration
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2. Create Quote
Create quote New Quote {{ enrolled_object.dealname }}
Click to see configuration
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End
Description
Creates a line item and quote with a 30-day period when a deal reaches the "Decision Maker Bought-In" stage.
Categories
DealsQuotes
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