Date Delivered Deal Doc Token
gathering votes
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Conner Wheeler
Please add this field to the deal doc generator. It would make printing retroactive deal forms and documents much easier. For reference, the only date token in the tool right now is DV_CurrentDate. Thanks! Should be real easy!
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Conner, thanks for the feature request! We'll continue to monitor this for feedback, and you'll receive updates automatically.
Shelby Parker
Great to hear your perspective, Conner! I have a few more questions for you:
- Can you provide more details on the specific information you want to be included in the 'Date Delivered Deal Doc Token'?
- How do you envision this new field impacting your current workflow?
- Are there any specific formats or standards that the 'Date Delivered Deal Doc Token' should adhere to?
C
Conner Wheeler
Shelby Parker:
- I imagine it would be the time stamp (in date format) from where the deal is marked delivered in the DMS. You can see the CRM has these timestamps when you click on "sold" or "delivered" from the pipeline and that is a column that can be viewed.
- We would be able to tailor specific documents in which that date would be of immense value. Please reach out if you'd like a specific scenario.
- I'm sure a number of formats would be acceptable, but mm/dd/yyyy is probably the simplest to emplace.