zenphi Automation Stories

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.

 August 23rd, 2021
 

Australia, New Zealand and Asia 1pm (AEST)

America1pm  (PDT) / 4pm (EDT)

You can watch this webinar on our community site. (Please note that you need to sign in to the community site to access this content.)

 https://discuss.zenphi.com/t/story-1-automating-quote-generation-and-approval-process/101