Introduction
Managing sales opportunities efficiently is crucial for any business. One of the biggest challenges in a CRM workflow is generating professional PDFs for proposals, invoices, and contracts without manual work.
With PDF Maker, you can automate document generation directly within your CRM Opportunity Workflow, saving time and reducing errors. In this guide, we’ll walk you through the process of setting up PDF automation for your sales opportunities step by step.
Step-by-Step Guide: Automating PDFs in CRM Opportunity Workflow
1. Create a New Workflow in the CRM dashboard
2. Click on Add Action
3. Search for PDF Maker
4. Click on PDF Maker
5. Click on Generate PDF for opportunity
6. Please Fill in the fields
7. Click on Please select a template and select the template you created on pdf maker dashboard for the opportunity
8. Select the opportunity for which you want to generate the pdf
9. Click on Save Action
10. Click on Save
11. Click on Test Workflow
12. Select a Contact and trigger the workflow to test it out
13. Click on Run Test
14. After testing, Click on Execution Logs and see the logs of your workflow
15. The workflow is finished, so the pdf is generated.
16. Go to the PDF maker dashboard and click on the options of the template that you selected while creating an opportunity action
17. Click on Run History
18. Here you can find the generated pdf.
Conclusion
Automating PDF generation in your CRM Opportunity Workflow eliminates manual effort, ensuring faster and more accurate document handling. By integrating PDF Maker, your team can streamline sales processes, improve efficiency, and close deals faster with professional, auto-generated PDFs.
Start using PDF Maker today and transform how you handle sales documentation! 🚀