PDF.co Project Showcase
Automating processes of application through the web and import into client CRM. The process includes creating PDF out of web forms, web receipts, applicants comments, to be uploaded to CRM and/or saved in cloud.
Processing of dozens leads a day through customer CRM and communication processes.
Lots of automated communication with applicants through email and SMS, including reminders and CRM stage changes according to applicants responsiveness.
PDF.co is used for
Generation of PDF documents from applicants comments left on web forms; Generation of PDF documents out of full web form entries, generation of PDF documents out of receipts received in email from vendors. All done through Zapier automation platform.
Better organization of data on CRM and in the cloud
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