Has anyone built templates within SmartDocs to build their quotes out through?

AlexT
AlexT Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment
edited January 15 in Sales CRM #1

I've used PandaDoc in the past to build out our quotes and get digital signatures on our proposals. But was curious if someone has built out something within SmartDocs to do this all in house?


Or would it not be advisable for some reason I am missing?

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  • Josh Buesking
    Josh Buesking Member Posts: 240 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    edited January 14 #2

    I use SmartDocs for all of it.

    I have a SmartDoc sheet that creates individual product costs.

    When I move to next stage make.com reads the sheet and populates that deals product list with specific unit pricing unique to that deal.

    Then I generate a proposal in SmartDocs using the product list that just got populated and request signature.

  • AlexT
    AlexT Member Posts: 4 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    @Josh Buesking Interesting. Hopefully this isn't too much of an ask, but can you share what this looks like?

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