Automate CRM quoting process with no-code tools

The tools that are available today, open so many possibilities for automation!

We were able to set up a CRM system and automate the quoting process.

The quote was generated from a templated Google Docs. We merged the data from the CRM into the template with a click of a button and sent it automatically to the customers, archiving a copy in Google Docs.

How about that?

Take a look at the two pictures below showing the CRM (SmartSuite) and data automation steps.

#nocode #automation #simplicity

📌 To complete this automation we used Make.