QUESTION: Auto-creating documents and being able to preview them before sending

Andrew Croot · 2024-08-08T21:31:55.910Z

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!

Public Group

HighLevel Town Hall Community

HighLevel users unite in our Town Hall Community — where your voices shape products. Join, be heard, and drive innovation!

HighLevel Free Trial

Facebook Community

Youtube Channel

Ideas Board

Recent Releases

Support & HelpDesk

Product Town Hall Schedule

HighLevel Schedule & Events

Town Hall Meeting Reminders

Group Rules

2.2K

Members

1.8K

Posts

Admins

QUESTION: Auto-creating documents and being able to preview them before sending

Hey any chance that there will be an estimates and proposal API in the future?

The proposal tool seems to have a bug

QUESTION: Auto-creating documents and being able to preview them before sending