We hate searching for documents that we know are there, but just can’t be found. Whether it’s a Contract for a job that’s out of the ordinary or an aftercare letter for a product you haven’t fitted for a while, you can always find it easily with Business Pilot.
When you create a document template, you can select the template type, so the right templates can be found by the people who need them. So, Service Call templates can be used by your Service Engineers, whilst your Purchase Order templates can be used by your purchasing team and your Invoice templates by the guys who deal with finance.
When combined with the BPmail feature within Business Pilot, using Template Documents can save your team hours and hours of admin time. No more typing out the same email over and over, then finding the right documents in your system to attach to the message and checking the email address is correct before sending.
Now you can send your message through the Lead or Contract area, so the email address is already there, the email template can be chosen at the click of a button as well as the template document, and BOOM! It’s out there! And there’s a record of the message to the customer too!
Document templates can also be linked with Status Progression automations, creating a more consistent customer experience, so no matter what the project, the same emails are sent to every customer at each step of the buying journey.
Just think how more efficient and effective your team could be without having to rewrite emails and find documents time and time again. Our system even features placeholder options so your emails and documents can be personalised with your customer information – how smart is that!