Contract creation system

phone image
E
CRM automation
Documentaion
01
Scope Of Work

Result of this project is implementing contract creation system which allowed salesmen of middle sized non-banking financial organization to automatically create loan and other agreements straight from CRM.

After finishing all sales process stages contractual documentation is created automatically and prepared for sign. Output of this system is a set of five documents with 15-20 pages and 150-200 variables filled into templates.

Business effect after implementation is saving 20 man-days monthly and avoiding errors and repetitive tasks.

02
Effects

The outcome measured in numbers.

20

man-days monthly saved

2500

automated pages created during 1 month.

50

days delivery time

40

days investment payback

02
Testimonials

Read what our happy clients say before you join their midst.

30+

Clients

1100+

Delivered funcionalities

20+

Countries
Testimonial David Miller
Harold Riley
AMCO
"Vatech are very professional and know Integromat inside and out."
Testimonial Mark Rosst
NDA
CEO / Real Estate
"We see immediate result after feature implementation. Great ROI and successful cooperation. Love working with you."
Testimonial Jennifer Williams
Jennifer Williams
Operations manager/ Newshoes
"We are rapidly growing small business with lots of small customers and urgent need to scale our processes very fast. Delivered solution allowed employees to do less routine and more creative tasks".
Testimonial Brian Jackson
Brian Jackson
Sales manager/ Icepi
"We saved few hundred man-hours by working with Vatech. We are very happy and satisfied with performance."
VA
VALUE ADDED TECH
Head Illustration