Categories
Website Builders and Tools

Automate Your Proposals and Contracts to Save Time and Reduce Errors [Video]

If you frequently send out the same proposals, contracts, NDAs, or other documents, you could save a lot of time by automating the process. In this video, we’ll explain the benefits of automating your contracts, and we’ll show you what you need to get started. How to automatically make a Google doc from a template: https://youtu.be/n6Yj7Cj1sxE https://www.xray.tech/post/creating-and-sending-templated-documents-part-2-google-docs—00:00 – Intro00:10 – Benefits of automating your contracts01:27 – How contract automation works02:14 – What you need to build a contract automation02:49 – How to get started—To learn more about how you can use automation and other techniques to improve your company’s workflows, visit our website:https://xray.techRead our blog posts for tutorials and deep dives into automation: https://xray.tech/blogCheck out our Zapier Experts page for reviews and more information about XRay: https://zapier.com/experts/xray-tech/

Categories
Marketing Platforms and CRM

How to Manage Customers: JobTread CRM [Video]

Get organized, complete your projects on time, and increase your profits. JobTread is end-to-end construction management software that helps you manage all of your business processes, from sales and estimating through to project completion. “JobTread has been a Godsend for me. It saves me so much time and cuts down on my estimating time exponentially. Previously, it took me 5-6 hours to do a 9-page estimate… now it only takes me 1 hour to make the same kind of estimate.” -Rod Battle, Battle Home RenovationsDon’t have JobTread yet? VisitĀ www.jobtread.com to learn more! Schedule a demo and see if JobTread is a good fit for you: https://www.jobtread.com/more-info”Do it, just get JobTread. It is going to benefit you. It has literally made my life easier so I can’t tell you enough, just get it.” -Francisca Derouen, Texas Liberty ConstructionKeywords: #construction, #contractor, #estimating, budgeting, scheduling, customers, CRM, bid requests, contracts, signatures, purchase orders, daily logs, customer portals, QuickBooks integration, change orders, job costing