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How to work efficiently with documents in Lime CRM
At Lime, we put our customers first and we know that our users time is very valuable. This is why we want to make sure that Lime CRM saves our users time by ensuring powerful workflows to get the job done quickly.
For a lot of our users, handling documents in any form is an important part of the everyday work, especially in customer relations. This workflow should be smooth, fast and intuitive!
With this background we have been working hard in providing a brand new way of working with documents in Lime CRM. We call it Live Docs!
In this webinar where we will cover:
How Live Docs enables a smoother document workflow, including document creation and collaboration
How to quickly create a quotation from an existing template
How to easily send the quotation for electronic signing and follow the signing process