HI,
I’d like to automate my process,
I purchase leads from Bar
I would love the information to be inputted into Pipedrive to i can call the lead and input the details into notes.
It then populates into a Pandadoc Template, and i fill out the proposal.
Once the client approves and signs the document, I would love for a invoice to be sent to the client automatically through Wave.
Thanks,
Wande