Inventory Quote Automation

Client IndustryIndustrial Landscaping

Inventory Quote Automation

We created a system that automatically creates perfectly formatted quotes simply by using their CRM, and then handles the handoff to Project Management when the sale is closed.

Tools Used:

  • Podio
  • Quickbooks
  • API Integrations
  • HTML Templates to PDF Document

With each and every project, they see about one hour of administrative work saved by this automation.