Auto Email Quote & Auto create Opportunity from Quote

Idea created by Steve Silliker on Jun 21, 2018
    • Malcolm Black
    • Philippa Grover
    • Mustafa Miniato
    • Vincent Amari
    • Joe Harper
    Steve SillikerI'm looking for a way to create a Process Definition that says: When a Quote record's status is 'send to customer' (or any kind of trigger), the (most recent) Quote for the (Bill to Contact or Account) gets automatically emailed to the customer AND a new opportunity is created from the quote in the process.
    I understand this is a combination of a few different things - But this would save an unreal amount of time for Sales people.