Support Portal

Product 8

• Benefits
• Contract Highlights
• Datasheet
• Key Features
• Platform Overview

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Segments 25

• Accounting Professional
• Animation and Illustrations
• Architectural Design
• Car Services
• Cleaning Services

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Use Cases By Segment 26

• Accountant (Quote and Contract Mgmt)
• Event Management (Contract Mgmt)
• IT Maintenance/ Service Provider (Contract Mgmt)
• Music Instructor (Contract Mgmt)
• Condo Rental (Contract Mgmt)

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Product FAQ 28

• Are the systems you are using helping you to create your brand?
• Data Insight: What are the most popular products or items my customer is buying?
• Data Insight: Why is there a lot of comments on my quotes and contracts?
• Data Insights: How does Renewal Sales help my business?
• Data Insights: In which city or area are most of my customers?

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Infographics 22

• State of Women-owned businesses 2014 (infographic)
• Economic Trends- Year 2020
• How Do I Manage My Business Better?
• Taking Care of Your Customers
• Operational Excellence

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Best Practices 27

• Analytic: What are my top items?
• Analytics: Contract By Status
• Analytics: Contracts Being Viewed
• Analytics: How many active vs inactive customers are there?
• Analytics: How many customers am I adding each month?

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