You guys did a great job introducing automation options for Plutio proposals: creating items and a summary. Now the only issue is the signature block being in the middle of the proposal instead of at the end (see image). I need ability to create a Plutio signature block from Pabbly, so that it appears at the end of the proposal instead of in the middle. Can you organise this , please?
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Plutio proposal signature block
- Thread starter Durkis
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Hermes
Active member
@Durkis @Pabbly @Supreme Thats doable by following the steps I have in this workflow: https://connect.pabbly.com/workflow/share/D0dSYAJFAWBRGgJWAENTew0ZACkBS1QCUDcEFg##
What happens here:
I have created a template for proposals with the signature at the bottoms and items just above.
In step 3 I create a proposal
In step 4 I search for the block with items
In step 5 I create the items I want to have in my proposal (there is now a new action for so use that 1)
In step 6 I change the block from step 4 with the items from step 5
Now the proposal is updated.
These steps I have send before.......
What happens here:
I have created a template for proposals with the signature at the bottoms and items just above.
In step 3 I create a proposal
In step 4 I search for the block with items
In step 5 I create the items I want to have in my proposal (there is now a new action for so use that 1)
In step 6 I change the block from step 4 with the items from step 5
Now the proposal is updated.
These steps I have send before.......
Last edited:
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