The existing invoices sent through your ERP can be made trackable without writing any code. Please ask for a free trial
There are dozens of smartforms to be generated from your CRM such as COCD, Possession letter etc. Make them codelless and trackable
Create codeless ,fast and easy word documents with ease! Ready to go as soon as you install it.
Get Autometed workflows with smart rules and powerfully classify input data on various level, for customisable, context-sensitive document output
Each team/region can manage their own templates or clauses
Integation with your CRM(ERP) within 2 hours.
User clicks publish in their CRM system
Smart tool fetches template and clause selected, with Image & generates email & attachments
Smart email & attachments sent with tracking link and link updated in CRM