Integración con Documentero

Descripción general

Automatically generate personalized Word, Excel, or PDF documents from your Salescaling data using Documentero.

Cómo funciona

• When a deal is won in Salescaling, automatically generate a contract or welcome letter using a Documentero template.
• Populate your documents with data directly from your Salescaling records.
• Streamline your document creation process and save hours on administrative tasks.