Sales documentation generated, sent, and stored automatically.
Xpeng Portugal needed to eliminate manual document handling and ensure consistent compliance across its network. LOBA built a CRM that manages the full document lifecycle in a single environment.
Challenge
Contracts and legal documents were being produced inconsistently across the network, with no central repository and no automated generation process. Administrative time was high and document compliance could not be guaranteed.
Solution
LOBA integrated Zoho Writer into the CRM to automate the creation of standardised sales documentation. Templates for all contracts and essential legal documents are maintained centrally. From automatic generation to digital sending and secure storage, the full document lifecycle is handled within the CRM. Every dealership accesses the same, approved repository, ensuring consistency and brand compliance at every point.
Results
- Standardised document templates maintained centrally across the network
- Automatic generation and digital sending of contracts and legal documents
- Secure storage within the CRM, fully traceable
- Over 50% reduction in time spent generating and processing sales paperwork
- CLIENT
- Xpeng Portugal
- SECTOR
- Automotive
- SCOPE
- CRM with Zoho Writer integrated, automated document generation and storage
- OUTCOME
- Over 50% less time on sales paperwork
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