Hi Guys,
I hope you are doing well.
We use blueprints a lot in our organization, and honestly, it is one of the great features Zoho has. However, we are missing a few pieces in it and I am pretty sure it would be helpful to other users as well. So here is my idea.
Whenever we move from one stage to another stage in the pipeline, we update our clients regarding the process through email. We would like to use a blueprint and whenever we move from one stage to another, we want users to upload the document during the transition and then shoot an email template to the client with the uploaded document as an attachment.
Is it possible to do or implement!
Thank you so much Zoho Team! You guys are the best!
Best Regards,
Rishi