Sending quotes, lightening fast, to prospects and customers is essential - especially when you've got enquiries coming in thick and fast! But attaching docs and PDFs to those emails can be time-consuming and tedious. If there's one thing we all hate it's this: Slow processes = Frustrated Staff + Less sales!
Take this scenario: you're a Sales person, you send lots of quotes out every day to potential customers. Attaching that all-important PDF ten times-over is gonna slow you down!
In Prospect, you can now set documents, like Word docs and PDFs, as default attachments on any of your email templates...making quote-sending lightening fast and super easy! 🙌
Besides - does anyone else find that "Sorry - perhaps you've forgotten to attach the file" response SO annoying?!