EBOOK 1 2 4 3 6 5 7 The 7 essential documents to automate for business successContents Introduction 1 Pipeline reports and opportunity reports 2 Sales proposals 4 Contracts 6 Account plans 8 Project report cards 10 Invoices 12 Renewals and business reviews 14 Implementing automation solutions 16 Checklist 18 3 This guide will highlight seven documents all organizations—regardless of industry, vertical, or locations—should consider automating to: • Eliminate time-consuming and error-prone manual data entry • Increase team efficiency and improve performance without requiring additional resources or expenses • Deliver an exceptional customer experience through easy-to-understand documents, faster negotiations, and a quicker path to adopting the products and services t

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