Documents Templates Library
Document flow can complicate the work of any company. At the same time, the accuracy of drafting documents is mandatory. Contracts, invoices, or bills of lading - each of these documents requires time and skill to draw up. What if the company needs to create hundreds or even thousands of standard documents every day? This causes difficulties of the following types:
- The responsible staff spends time not on working with clients, but on drafting documents;
- Manually created documents are more prone to errors, especially if the document flow is very intensive.
Don't waste your employees' time on paperwork! CRM from IPTel offers to automate the entire process of creating standard documents. Upload your document templates and insert dynamic fields that you can automatically populate with customer data as you pull it from your customer card database. Additionally, you will be able to perform the following actions with downloaded templates:
- Customize them if necessary with a simple editing function;
- Pull information about products from your catalog into the document template;
- Pull customer payment data to the template.
Using libraries to load your documentation templates into our CRM is your opportunity to:
- create necessary documents in a matter of minutes;
- reduce the time spent by the staff on working with documentation;
- reduce the risk of errors in documents;
- increase customer loyalty, because they will receive the necessary documents almost instantly!
Don't waste time working with documents. Optimize your company's work and reduce the burden on your staff by using the simple, convenient and customizable automatic document generation function in CRM.