CRM Sales app – proposal – agreement process

The typical sales process starts with customer data stored in a CRM database. First you prepare a proposal for the customer, and then the actual order agreement to be signed. In this process you want to keep the case specific data in the database(s) to be able to reuse and search it afterwards. However, the proposal and agreement templates should be easily maintainable by the lawyers and product experts.

Aiddocs can compose even complex proposal and agreement documents from structured customer and product data. It’s modern service-API is also very easy to integrate to any modern SaaS or custom CRM application. Automatic generated sales documents ensure conformance and makes sales processes much more straightforward.