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Use automation to generate deal documents
Use automation to generate deal documents

Merge document template to a deal automatically. Automate data export from Salestrekker to document. Documents automation in Salestrekker.

Lilly avatar
Written by Lilly
Updated over a week ago

Automate document merging and creation

To automatically create new merged documents when your deal reaches a certain workflow stage go to Settings > Workflows > Open Workflow.

As with all other automation options - choose a stage where you want to create merged document and press orange "Automate" button. From dropdown menu select template you want to use (the open book icon is for document templates).

Doing this the automation will be set and every deal that reaches that stage will get new documents merged.

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