AutoQuote Description
AutoQuote by Dean Infotech is a comprehensive automation tool for generating quotes within HubSpot. This setup guide provides clear instructions to ensure users can quickly integrate AutoQuote with their HubSpot CRM, enabling them to automate quote generation, enhance productivity, and reduce errors. By customizing settings within the CRM, businesses can automate sales workflows and deliver accurate, timely quotes to clients, streamlining their overall sales process.
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AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.
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ConnectWise CPQ
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DocSales
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
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Pricing
Free Version:
Yes
Integrations
Company Details
Company:
Dean Infotech
Year Founded:
2012
Headquarters:
India
Website:
www.deaninfotech.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support
AutoQuote Features and Options
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