Send and Generate PDF from Quote

Have you ever been confronted to this question from your client: is it possible to directly send a PDF file of the quote I just created ?

It is precisely through this type of automation that implementing a CRM system allows sales representatives to focus on their real added value, namely consulting and customer knowledge. No sales representatives want to waste time generating a document and…

Continue Reading Allan De Castro’s Article on their blog

Send and Generate PDF from Quote

Have you ever been confronted to this question from your client: is it possible to directly send a PDF file of the quote I just created ? It is precisely through this type of automation that implementing a CRM system allows sales representatives to focus on their real added value, namely consulting and customer knowledge.

Blog Syndicated with Allan De Castro’s Permission