■Overview
This is a flow for issuing quotations in freee Invoices using Mazrica's project information.
■Recommended for
1. Those who manage sales information with Mazrica
・Representatives registering projects for each company
・Sales representatives who clearly categorize sales results and devise strategies
2. Representatives of companies issuing documents such as quotations with freee Invoices
・Sales assistants requested to create quotations for each customer project
・Accounting personnel responsible for creating forms
■Benefits of using this template
Managing sales content with Mazrica is very effective not only for the representative but also for solving problems as a team.
On the other hand, if document creation such as quotations is done with a different application, operating separately can take time and effort to share and confirm registered information.
This flow is suitable for those who want to create documents like quotations by referencing information registered once across different applications.
By using this flow bot, you can automatically create quotations from Mazrica's project information, reducing the time needed for sharing and confirming information.
■Notes
・Please integrate both Mazrica and freee Invoices with Yoom.
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