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Sales Document Automation

Smart Sales Documents

Need a Solution to Automate and Measure the Effectiveness of
Your Sales Contracts, Proposals, Quotes, and Other Client-Facing Documents?

Do your employees spend a lot of time generating client-facing documents? If so, you might be a good candidate for automating your sales document processes.

pp-logo-clearWe can help you integrate and implement sales document automation software, PandaDoc. As a PandaDoc Partner, we can help you with setup and training, template and content conversion, workspace and team setup, and Integration with Xero, Hubspot, Salesforce, Pipedrive, and many more.

PandaDoc can automate, manage, and measure contracts, proposals, and price quotes, all with electronic signature capability. For HR documents, it can handle offer letters, non-disclosure agreements, forms, and contracts.

Complimentary Consult

Feel free to give us a call or email us to schedule a free consult to discuss your sales document automation needs.

Contact Us

Accounting, Xero, QuickBooks and Payroll Services

Strategic Business Alliance, LLC

6132 Innovation Way Suite 102,
Carlsbad, CA 92009

1 (760) 573-1038 | info@strategic-ba.com

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