Automate the proposal creation process

Réalisé par
Opzer

Outils

Monday
Monday
Drip
Drip
Pandadoc
Pandadoc
Paperform
Paperform
Pipedrive
Pipedrive
Zapier
Zapier

Description du projet

Problem :

Robert came to Refunnel looking for someone who could help automate the proposal creation process for his 3D printing company to save him and his time having to manually create each proposal allowing them to focus on more creative tasks within the business.

Solution :

Refunnel was able to automate the entire process by
deploying a condition based form within their website that
automatically generates a tailored proposal based upon the
leads location and service they are interested in as well as
deploy a series of other automations that keep the team and
their client up to date at every stage of the process.
They also created an automated email nurturing campaign
that engages with leads at delayed time intervals until the
lead completes their order.

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Automate the proposal creation process

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