How Sales People use Fillable Document

Consider you are a seller and you are selling software products to the international market. One company/ person is interested in buying your product for their users. So the company needs to sign a sales agreement with you. In this case,

Once the person/ company submits the agreement

• The person/ company should receive an email with the generated agreement.

• The agreement should be generated in PDF & Google docs format.

• Also, you should receive an email with the generated sales agreement.

How Fillable Document is used here:

• A templated agreement document is created and configured using Fillable Document.

• An Email Template is created and configured.

• The agreement document is published and sent to the person/ company via email.

• So once the individual/ company submits the published agreement document the agreement will be generated and sent to the individual/ company via email.

• Also, the email template is configured in such a way that you should receive an email with the generated agreement.

How Fillable Document is used here:

• A templated invoice document is created and configured using Fillable Document.

• An Email Template is created and configured.

• Once the invoice document is submitted the invoice will be generated and send to the customer via Email.

• Also, an email with the generated invoice should be send to you.

Consider you are a seller and you are selling a residential house for lease to your customer. For this, you need to prepare a residential lease agreement. This agreement needs to be submitted by both you and the customer. 

Once your customer submits the agreement

• The customer should receive an email with the generated agreement.

• The agreement should be generated in PDF & Google docs format.

• Also, you should receive an email with the generated lease agreement.

How Fillable Document is used here:

• A templated agreement document is created and configured using Fillable Document.

• An Email Template is created and configured.

• The agreement document is published and sent to the customer via email.

• So once the customer submits the published agreement document the agreement will be generated and sent to the customer via email.

• Also, the email template is configured in such a way that you should receive an email with the generated lease agreement.

Consider you are a seller and you have made a sub-contract with another company to sell your products to the worldwide market. Over a period of time, you are not impressed with the performance of the contract company. So you want to terminate the contract of the company. In this case, you can use Fillable Document.

Once you submit the form 

• The contract company should receive an email with the service termination notice.

• The service termination notice should be generated in PDF & Google docs format.

• Also, you should receive an email with the generated service termination notice.

How Fillable Document is used here:

• A templated service termination notice document is created and configured using Fillable Document.

• An Email Template is created and configured.

• Once you submit the published service termination notice document the notice will be generated and sent to the company via email.

• Also, the email template is configured in such a way that you should receive an email with the service termination notice.