This project saves incoming vehicle enquiries and prepares brokerage documents for the sales team. Documents can be generated when an enquiry arrives, reducing the details staff have to copy by hand.
What was built
- Process incoming vehicle enquiries automatically.
- Generate the brokerage document when a new enquiry is created.
- Update the steps that start brokerage document preparation.
- Lay out customer details in the document and check the result.
Recently touched
- 2025-01-16 [M12] Support Done
- 2024-12-10 [M11] Support Done
- 2024-11-15 Email + XML file when a button is pressed in pipedrive Done
- 2024-11-07 [M10] Support Done
- 2024-10-02 [W39] Support Done
Other projects in this case study
Ongoing Support
This project maintains vehicle enquiry handling across Pipedrive, AutoCRM and dealer tools. The sales team gets usable customer and vehicle details, with repairs when incoming enquiries stop arriving.
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