■Overview
This is a flow where a contract is issued and sent via DocuSign when an action is registered in a Mazrica (formerly Senses) project.
■Recommended for
1. Companies using Mazrica for sales operations
・Companies that set and manage probabilities for each client
・Representatives who keep records for each approach
2. Individuals using DocuSign for document management
・Personnel in the general affairs department managing contracts and other documents
・Sales assistants handling document exchanges with client companies
■Benefits of using this template
Utilizing Mazrica for sales management allows for easy sharing of individual progress within the team, which is a significant advantage.
On the other hand, creating necessary documents for sales activities is a time-consuming and labor-intensive task.
This flow is suitable for those who want to create documents based on sales management information in Mazrica.
Contracts are automatically created and sent based on the information registered in Mazrica, reducing manual effort and minimizing input errors that occur during manual entry.
By automatically sending contracts, the process from agreement to document dispatch can be completed quickly.
Additionally, documents can be issued not only via Google Sheets but also through Google Docs or Microsoft Excel.
■Notes
・Please integrate Mazrica and DocuSign with Yoom.
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