Auto Email Quote & Auto create Opportunity from Quote

I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the quote.

Anyone ever try to do this?

Parents

0 Norm Bonenfant over 4 years ago

This would be very useful for us too. In fact streamlining the way a quote is sent in any way would be a dramatic improvement.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Norm Bonenfant over 4 years ago

This would be very useful for us too. In fact streamlining the way a quote is sent in any way would be a dramatic improvement.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data