How to use SharePoint for Document Generation - Configure Price Quote (CPQ)

This is for you if you are:
* Manually creating quotes and documents
* Using a "𝙦𝙪𝙤𝙩𝙖𝙩𝙞𝙤𝙣 𝙩𝙤𝙤𝙡" that generates a #PDF which you can't edit

For nearly every Consulting or Professional Services Firm, the following is true:

➊ You need more than a line item to explain your service
➋ Each proposal / quote needs to be tailored for each Client
➌ There is a spreadsheet behind the scenes which drives the numbers

Contact us: https://informationexp.com/contact-information-for-information-exp/

00:00 Intro
00:20 What does CPQ mean?
01:42 Creating the Opportunity
03:47 Configuring the Quote
07:05 Creating the Contract (automatically)
13:23 How it all works
18:19 The 3 considerations

#powerautomate #sharepoint #microsoft

Видео How to use SharePoint for Document Generation - Configure Price Quote (CPQ) канала Information EXP