❤️ Would love to be able to Automate the CREATION of a Document WITHOUT having to send it!
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C
Chad Kuntz
Amazing things can happen if you can auto-update a custom field which is ON the document, but don't necessarily need to send it to someone right away
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S
Sales & Marketing
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J
Juan Hernandez
yes, a document that could be customized, but optionally not needed to be sent, just stored would be great. like we can adjust on the automation that it can be generated but not sent. maybe sent later or not at all, but stored on the contact.