Hey Everyone this is Michael Greer with Vault Entertainment and I am looking for a third-party company that provides document integration with Infusionsoft. I currently have contracts and skeleton proposals that I would like to have auto populated for each contact whenever I am working on an opportunity.
Also once a customer has request a proposal/quote can the proposal/quote be implemented into an email templet that the customer can click to accept or deny and then with a reason box for why they might have declined it. Then have this information auto populate a contract that then sends to them with payment options to pay online?
I hope I have described this the way that I see it in my head!
Thanks in advance