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QUESTION: Auto-creating documents and being able to preview them before sending
We are creating a proposal (contract) from a form and have it set to send within a workflow, however we really want to have it in draft so it can be reviewed by the sales person.
The process is: Sales person fills in details via form --> Form submitted --> data added to contract/proposal --> Needs to be in draft for review and then manually sent.
Right now we only see the ability to send a contract via a workflow. Creating it would have to be manually done.
Here's what it looks like: https://www.loom.com/share/471e4fab3255412b9bff7f703a75f106
Thanks!
