Swedish startup, Leyout, helps small and medium sized e-commerce companies optimize their online stores.
Before using Smart Docs, owner and founder Stefan Blendulf was relying on over 10 different tools to automate their process and manage steps outside the CRM, including document management. They needed something that would not only be cost efficient but time efficient, as well.
When Smart Docs was launched, Stefan quickly canceled the documentation management integration that was slowing down his process and started using Pipedrive Smart Docs.
Smart Docs helps you:
When he started using Smart Docs, Stefan and his co-founder Malin had only just decided on Leyout’s new eCommerce niche after a year of preparation, pitching and testing (with the help of Pipedrive).
Smart Docs has not only helped them streamline their workflow, but it’s also helped them to mold what their solution for customers has become.
In addition, Smart Docs has enabled them to create a more professional appearance using custom document templates (such as sales order forms and pricing document templates) with simple editing tools. This feature has made it easy to automatically pull contact information from the custom fields they’ve created and assign each customer/prospect a unique number to make it easier to keep track of who received what and when.