Create templates for invoices, sales proposals, pricings, and other similar documents to save your sales department from having to create them from scratch every time.
DOCUMENT FLOW AUTOMATION
Work faster with documents. Create templates for contracts, reports, analytical summaries, and other financial documents. Minimize labor costs for routine tasks and creating documents.
PLANNING & PERFORMANCE
Create budgets, reports on marketing campaign miscalculations, and internal documentation to improve marketing team performance.
BUSINESS PROCESS AUTOMATION
Document templates structure and automate the process of working with all types of documents. You define what data to add to the template, set up access, and share the created documents with your team.