Batch Generate Documents

35 votes

Desired Capability: Possible to add a batch option to generate docs? We use SOW, Breakdown, and Pricing on each opportunity
Goal: Possible to add check boxes to the selections, generate all at once, and download in a zip? If no zip possible just being able to generate all three would be handy. Right now we open 3 tabs and generate the docs "at the same time". Often one will time out and not finish.

Delivered Document Creation Suggested by: Ariel Davennport (17 Jan, '25) • Upvoted: 03 Dec, '25 • Comments: 2

Comments: 2
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13 Feb, '25
Jon Scott
Highlighted comment

3rd party file storage is currently in testing
31 Jan, '25
Ariel Davenport
As somewhat of a sub feature to this, delivery to something like a SharePoint site or OneDrive would be nice.

Batch Generate Documents

Comments: 2 Oldest • Newest • Most likes • Fewest likes

Comments: 2
Oldest • Newest • Most likes • Fewest likes