Document Automation in Workflows
DOCUMENTS & CONTRACTS Document Automation in Workflows Lead Fuel CRM allows you to integrate document creation and sending into your automation workflows.
Automatically generate and deliver contracts, proposals, and agreements based on triggers without any manual intervention.
Adding Document Actions to Workflows Step 1: Navigate to Automation > Workflows and open or create a workflow.
Step 2: Add a new action step and select "Send Document" from the action list.
Step 3: Choose the document template to use.
Step 4: Configure the recipient (typically the contact who triggered the workflow).
Step 5: Set any additional parameters like expiration date or personal message.
Step 6: Position the action in the appropriate place within your workflow sequence.