Story 1: Automating quote generation and approval process
Hear from our COO Steve Heaney as he uses zenphi to automate our pre-sales processes. Please join us to watch step by step as we automate quote generation, review, approval and customer acceptance using zenphi.
In this session, Steve will be covering the following zenphi automation topics:
- Document Generation using Google Docs and Google Sheets
- Approval Workflow
- Digital Signatures
- HubSpot CRM integration
We look forward to seeing you there.