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Google Drive
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Creation of documentation (e.g. contract) for a new deal meeting specified criteria

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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.

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Email
Built-in Tools
Development Tools
Files & Documents

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Action

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