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Automation & Integrations
Invoice & Contract Generation Automation
Professional Services · UKAugust 2024
About this project
Automated generation of invoices and engagement letters triggered by deal stage changes in HubSpot CRM. Contracts are assembled from templates, populated with CRM data, sent for e-signature, and filed on completion.
Key outcomes
- Eliminated 6 hours/week of manual document preparation
- Average contract signature time reduced from 3 days to 4 hours
- Zero manual errors in invoice generation since go-live
Category
Automation & IntegrationsTechnologies used
Node.jsHubSpot APIDocuSign APIBullMQPostgreSQLPDF generation
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