■Overview
This is a flow where a contract is issued and sent via freee Sign when an action is registered in Mazrica (formerly Senses).
■Recommended for
1. Companies using Mazrica for sales activities
・Companies that define and manage probabilities for each company
・Staff who keep records for each approach
2. Those utilizing freee Sign for forms
・Administrative staff responsible for creating contracts
・Sales assistants who need to obtain signatures from target companies
■Benefits of using this template
By using Mazrica for sales activities, the progress of projects becomes visible, allowing the entire team to manage all projects, which is a benefit.
On the other hand, creating a contract from scratch when reaching an agreement is a significant effort.
This flow is suitable for those who want to create contracts by referencing information from Mazrica.
Since it automatically creates contracts by retrieving information registered in Mazrica, it reduces the time previously spent on manually creating contracts.
By creating contracts by referencing registered content, it is also possible to reduce input errors that occurred during manual entry.
Additionally, 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 freee Sign with Yoom.
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