AnsweredAssumed Answered

Auto Email Quote & Auto create Opportunity from Quote

Question asked by Steve Silliker on Mar 10, 2018
Latest reply on Jun 2, 2020 by Norm Bonenfant

I'm looking for a way to create a process definition that says: When a Quote record's status is 'send to customer', the quote pdf gets automatically emailed to the customer AND a new opportunity is created from the quote.


Anyone ever try to do this?