Add 'Draft' Status to Documents and Contracts in Workflows
in progress
D
Dalton Dudley
The only statuses available in HL for Documents and Contracts are: sent, viewed, signed, or completed. This structure is good overall, but it's missing a critical piece. Adding a 'draft' status would allow for more accurate workflows and data storage of open sales opportunities. Currently, this structure has the ability to have inaccurate information in workflows.
Use Case Example:
Let's say you're doing a follow-up campaign in a workflow on a sent proposal. Then the user takes that sent proposal then moves it to a draft to make an edit. That proposal is now no longer a 'sent' or 'active' proposal since it is a draft. It would need to be resent to become active again. Although, without any triggers or ways to filter out this action your workflow will continue to follow-up on a proposal which is no longer active.
With a draft status you could have more accurate sales campaigns, reduce redundancies, and more accurately store contact data.
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S
Sales & Marketing
in progress
A
Adam Campbell
This would be such a helpful feature! If we could have a workflow action that creates a draft that a user can then customize before sending, that would help make sure that certain contracts aren't slipping through the cracks.
A
Andrew Croot
Another use case is needing to generate a proposal using a form to populate custom fields, but we don't want the document sent until the sales rep has the chance to preview it. Being able to generate the document (proposal) into a draft via a workflow would speed up the process and not require users to access templates as well.
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Adam Campbell
Andrew Croot I agree with Andrew here! For the clients we work with, all documents must be edited before being sent. It would be helpful for a draft from a template to be generated through a workflow action that we can then link in an internal notification to the appropriate user who should be editing the draft.
K
Kylie Gorzalka
Another Use Case:
I have the Contract as part of my Funnel. A Workflow grabs the Document URL and we put behind this behind a button to launch. To get the document url though the only trigger I can use is Sent