User Actions:
1) Open your estimating spreadsheet.
2) Paste the latest CRM export.
3) Enter customer, project name, and scope (information not in CRM).
4) Click 'Build Proposal.'
Automations:
1) Your Proposal template (a Word file) is customized with user selections and CRM data.
2) One section per scope item is added.
3) Completed proposal is saved as .pdf into the customer's folder on your internal network.
User Actions:
1) Log in to Salesforce.
2) Select a project.
3) Click 'Produce Required Reports with Docmo.'
Automations:
1) Docmo knows that 3 reports are due based on Salesforce project data.
2) Report templates are populated with values directly from Salesforce.
3) Additional charts, tables, and calculations are compiled inside the Docmo workbook using Salesforce data. Populated into report templates.
4) User and manager are emailed the finished reports.
User Actions:
1) Open your project-specific Excel file.
2) Click 'Get latest data from Sage.'
3) Enter project details (information not in Sage).
4) Click 'Build Contract Packages for all Subs.'
Automations:
1) Docmo chooses which contract templates and which forms (insurance, bonds, government, etc.) are required for each Sub.
2) All necessary documents and forms are customized.
3) All customized documents are organized into a folder dedicated to that Sub.
User Actions:
1) Open your Docmo Excel file.
2) Click 'Get All Accounts from Internal Database.'
3) Click 'Produce Audit Reports.'
Automations:
1) For each Account, Docmo knows which template is appropriate (based on account type and details).
2) Account details are populated.
3) Transactions are populated as a table.
4) Audit report is saved as both .docx and .pdf with Account ID in the filename.
Reduces related busywork by 85%.
Enjoys positive ROI within 3 months.
