Why open 8746 tabs when you only need ONE

Описание к видео Why open 8746 tabs when you only need ONE

One recent feature in SmartSuite is the Document Designer. Here are a few ideas on how to use it:

1. Create sales proposals from opportunity records
2. Generate an invoice from order data
3. Produce a project status report automatically from project status information
4. Create contract templates that insert client information directly into the document

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