Send completed docs to folders through variable token
Add the ability to send completed docs to specific folders via Variable token. We split our proposals up by company folders. If I could assign a variable token to each folder that would correspond with the variable token on the doc then I could fully automate this and not have to manually deposit proposals into there correct folders!
Will Stratton
shared this idea
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Ollie Stacey
commented
We'd love the ability to define where a document is stored based on variables within the document, including the ability to create a folder name for a specific variable.
Example - we want to store our sent quotes by account name (pulled from our CRM). When sent, save the document to a folder named [deal.companyname]. If it finds a folder, drop it there. If it doesn't, create a new folder.
The same could be true for different deal/opportunity owners, so quotations can be stored against the relevant account holder/deal owner.