FuseDocsFuseWorks
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Related Products
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About
When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds. Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate. Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters. You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them? We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback.
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About
Steve the Clerk is a CPQ software that enhances the information flow of your business. In other words, it is enabling your salespeople to effortlessly create accurate and flawless quotes, orders and other documents of your customized products and services. Steve enables your salespeople to quickly generate accurate and comprehensive quotes and other documents. To make it clear, you can create these documents for both internal and external needs. As a result, Steve the Clerk CPQ software helps you to achieve efficient and effortless information flow. Companies often manifest how customer-focused they are, yet at the same time, their processes are not supporting this idea. Instead of your salespeople spending most of their time on preparing quotes, finalising orders and double-checking the information on the documents, Steve the Clerk enables them to really have the time to focus on the customer, which will result in more and better sales as well as happier and more loyal customers.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Robotic process automation platform for accountants, financial planners, and professional services businesses wanting to compile, format and send client ready documents
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Audience
CPQ platform that helps companies boost their sales cycle
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFuseWorks
Founded: 2013
Australia
fuse.work/fusedocs/
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Company InformationSteve the Clerk
Founded: 2017
Finland
stevetheclerk.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CPQ Features
2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
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Integrations
FuseSign
GreatSoft CRM
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
Nimbus Portal Solutions
SuiteFiles
Virtual Cabinet
Xero
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Integrations
FuseSign
GreatSoft CRM
MYOB
Microsoft 365
Microsoft SharePoint
NetDocuments
Nimbus Portal Solutions
SuiteFiles
Virtual Cabinet
Xero
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