How do I create a proposal from a template in Offri? I need to connect pipedrive to offri and automatically create a proposal from a template in Offri. I successfully set this up but for some reason I can’t see any option to use a template even though is says so in the description of the action. Does anyone know how to do this? I just don’t see the option to use a template anywhere. Additionally I’m not sure what I need to do with the field “contactperson” in Offri there is no other layer of contacts just the normal contact which I already assigned with the search step above. this works even if I leave that open but it is annoying that we get an error everytime.
Best answer by SamBView original