■Overview
This is a flow where a contract is issued and registered with GMO Sign when a project action is registered in Mazrica (formerly Senses).
■Recommended for
1. Companies using Mazrica for sales
・Companies that define and manage probabilities for each company
・Representatives who keep records for each approach
2. Those managing documents using GMO Sign
・Administrative staff responsible for creating contracts
・Sales assistants who need to obtain signatures from client companies
■Benefits of using this template
Utilizing Mazrica to manage sales content allows for the visualization of project progress, making it easier to share information across the team, which is a significant advantage.
On the other hand, manually creating necessary documents such as contracts during sales activities can be very time-consuming.
This flow is suitable for those who want to create documents accurately without spending much time.
By automatically creating contracts using the registered information in Mazrica, it is possible to reduce input errors that occurred during manual entry.
In addition to this flow, it is also possible to add actions such as 'request approval', allowing for customization to improve accuracy.
Moreover, the method of issuing documents is compatible not only with Google Sheets but also with Google Docs and Microsoft Excel.
■Notes
・Please integrate both Mazrica and GMO Sign with Yoom.
・For instructions on how to request signatures with GMO Sign, please refer to here.
・Branching is a feature (operation) available with Mini Plan or higher plans. In the case of the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).
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