Automate sales proposals in legal agreements

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Automate sales proposals in legal agreements

Looking to streamline your sales process and ensure legal compliance? airSlate SignNow's powerful platform allows you to automate sales proposals in legal agreements effortlessly. With airSlate airSlate SignNow, businesses can easily send and eSign documents with a user-friendly and affordable solution.

Automate sales proposals in legal agreements

Streamline your sales process today with airSlate SignNow and experience the benefits of automating your sales proposals in legal agreements. Take advantage of our easy-to-use platform and ensure efficiency and compliance in every document you send. Sign up for a free trial now!

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heymoney.com users my name is Lydia and I'm founder of workflowmagic money.com implementation partner and today I'm going to walk you through a workflow that we built out for our clients that automates their proposal process automates their contract process and automates their invoicing process so the workflow begins with a form right here that's preset with all the contact information and information about The Proposal so we'll go here and press submit pop on over to the board and we'll see the form information populate to this board right here and we'll go over here and press generate proposal and what we'll notice happen right in this document will happen in this file right here is it will generate the proposal and we can see in this proposal it's pulling in all of the information that we filled out on the form contact info pricing we will come in here and we'll open up here and we will open up and send the document out for signature send the envelope ask us who we want to send it to and continue and we'll add the recipient here add in the signature field and press send when I watch for this status column to change automatically to sent and we'll see it automatically changes sent move down to the sent group and we will sign the document on our end document has now been sent and will wait for this to automatically change to completed automatically change to completed drop to the completed group and the final document is uploaded right into that file column in the next 60 seconds we will receive the invoice pop over here and then there is the invoice asking us to pay all through QuickBooks a quick and easy process to automate your proposal process automate your contract process and automate your invoicing process so if you think this workflow can be applied to you and your processes reach out to us to help you set it up

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