PDF.co Project Showcase
Automating processes of application through the web and import into client CRM. The process includes creating PDFs out of web forms, web receipts, and applicants’ comments, to be uploaded to CRM and/or saved in the 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 is done through the Zapier automation platform.
Better organization of data on CRM and in the cloud
Connect with Shamai Eisenmann now for your next automation project: