How to overcome manual workflows with Xpertdoc

Automated Workflows Enable Rapid Proposal Generation for ABC Financial

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ABC Financial was drowning in manual workflows, and while they were signing up new customers successfully, the process was slow and painful.

Download this comprehensive case study to learn how ABC Financial immediately experienced productivity gains through their automated contract generation process, with the Xpertdoc platform for Microsoft Dynamics CRM and integrated e-signature.

Discover how Xpertdoc helped ABC Financial:

  • Modernize and streamline their workflow
  • Reduce their cumbersome template library
  • Increase customer satisfaction
  • Deliver error-free functionality
  • And boost overall agility
Vendor:
Xpertdoc
Posted:
07 Feb 2019
Published:
07 Feb 2019
Format:
PDF
Length:
4 Page(s)
Type:
Case Study
Language:
English
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