Forum Discussion

Bly720's avatar
Bly720
Contributor 2
7 months ago

Automation

What's the best way to automate 'Front End' quoting so I don't have to manually copy and paste basic data?

3 Replies

  • sbfencing's avatar
    sbfencing
    Contributor 2
    7 months ago

    Made a few templates of service you provided after that is a check away and you only need to put in total Price 

  • WireWaveTech's avatar
    WireWaveTech
    Contributor 3
    7 months ago

    Using a software like PandaDoc.  You can generate templates and then send out the quotes professionally for automated signature (similar to DocuSign).