Everything Creative Designs (ECD) was using a variety of tools to manage contracts, payments, and their database prior to working with Ops Designed, but nothing was working great. Their main pain points were:
We mapped out their existing processes related to creating quotes, contracts, and collecting payment and identified the major issues. This was then converted into a requirements list defining what a great tool would provide. Contracting tools were researched and ultimately PandaDoc was selected as it’s able to house templates, integrate with Pipedrive, and collect payments.
We mapped exactly what we wanted to happen between systems identifying triggers, actions, and any manual steps required in between.
At its most basic level, we built the following:
Based on a stage change in Pipedrive,
Then, when a quote is approved,
This implementation saves the team hours on every quote AND provides a much improved customer experience. We call that a win-win.