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Using Weaver For Easy Document Creation

Using Weaver For Easy Document Creation

For any business, creating client-facing documents can be a long, tedious, and repetitive process. Because documents such as invoices, proposals, or quotes all contain specific client-related information, they are manually compiled to avoid errors. At Ntegro, our...
Growth In The Time Of Coronavirus

Growth In The Time Of Coronavirus

Earlier this month, the WHO officially declared the coronavirus (or COVID-19) a pandemic. All around the globe, people are practicing “social distancing,” isolating themselves within the safety of their homes to prevent the virus from spreading. Non-essential...
Automating Revenue Schedule Start Dates

Automating Revenue Schedule Start Dates

Last week, we covered some revenue scheduling basics, but simply turning on the functionality is just the beginning. We will be exploring revenue scheduling from an automation perspective. We will be using both process builder and flow builder to show you how to...