I would like to request an automation the integrates with the quotes and invoices template.
Basically the scope of the automation would be similar to the automation of creating a new item on a different board.
"When a status _____ changes to ______ then create a quote [and upload quote to column].
This will map the appropriate fields to the appropriate boxes.
In addition, the subitems on the main item will pull through as items on the quote details where the quantity fields and price fields can also be mapped accordingly
Furthermore, it would be great if there could be a section added where our company’s banking details could be provided.
