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
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