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

Author: 310de2b2c6b9ccf35b9fbeabbf9ddbb0

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.