End-to-end automation | Voters

End-to-end automation

Linah Macharia

I'd like to be able to automate my entire workflow process, where once a client completes a stage, they're automatically pushed into the next step. Proposal sent > form follows > contract signed > invoice sent.

Created by Erica Rosas

March 24, 2023

Christalyn Baker

I would love automation that will automatically populate the next phase of the cycle without manual intervention. 
For example, there is automation to create agreements or invoices; however, those items are not auto-populated with information from the proposal or contract. If the proposal is approved, then information from the approved proposal should be automatically added to the contract and to the invoice instead of a blanks generated. 
Or, 
If we are setting up automation for a proposal, have the ability to select which contract template to sent send after the proposal is approved and the system auto-populates the contract from the proposal.