Creation of documentation (e.g. contract) for a new deal meeting specified criteria
Creation of documentation (e.g. contract) for a new deal meeting specified criteria
Get this templateApps used in template
About
When there are deals meeting specified criteria, a multiple documentation (e.g. contract) is created from corresponding templates. These documents are exported to PDF and then sent as attachment in an e-mail. The parameters of the deal are then updated, so the deal does not appear in the list of deals for which the documentation should be created.
Trusted by thousands of fast-scaling organizations around the globe





Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Makes a copy of an existing file.
Copies an email or a draft into a selected folder.
Creates a new Google document by adding the content of HTML format.
Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.
Creates a new draft and adds it to a selected folder.
Creates a file from a text plain.
Creates a new file or folder shortcut.
Creates a new folder.
Creates a new shared drive.
FAQ
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.