Generate Proposal Workflow Action, Instead of Sending
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Jeremy Shick
Enable the ability to generate a proposal, but not necessarily send it out. Right now the only action is to send a proposal. We like to generate and print our proposals (agreements) and mail them. With the generate proposal action, we could create the proposal and then notify internal staff that it's ready.
A 2nd, even better addition would be to update the Send proposal action and decide who to send it to. That way we could send it to ourselves or internal staff directly.
3rd. Option. Generate the proposal and include it in the documents section of a contact. Then we could notify internal staff and they could find the proposal directly on the contact record.
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Sales & Marketing
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Nathan Cameron
This seems like a huge need to me. I actually spent a few hours today trying to figure out a work around. Here are some use cases:
1) A business runs their hiring through HL. A prospective employee fills out a form or a survey which brings them into the system. The boss needs a copy of the application that is styled well for permanent record keeping.
2) A school runs their application through HL using Forms or Surveys and needs a good looking PDF of the application for record keeping.
The business or school could make a doc that grabs the fields from the application and puts them in a cleanly formatted template that is then emailed to appropriate internal staff.
Jeremy's option 2 would allow for this and would be much appreciated.