By: Andrey | August 17, 2017

Baseline

  • Managers manually filled proposals and contracts and sent to their clients

Client's Goal

  • Make documents based on templates
  • Speed up offers formation
  • Account sales managers

What SW Root Did?

  • Created Google Docs based templates
  • Created Google Spreadsheets based formation of pdf documents and sending emails
  • Managers accounting tool

Success elements

  • Reduced time spends for documents formation and sending from 30 to 3 minutes
  • List of sent proposals and managers

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