Create new customer in Stax from signed proposal in Better Proposals, and format first name with Formatter

Create new customers in Stax when proposals are signed in Better Proposals, ensuring first names are formatted correctly by removing unwanted text. This leads to accurate records and faster onboarding.

Create new customer in Stax from signed proposal in Better Proposals, and format first name with Formatter

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Overview

Create new customers in Stax when proposals are signed in Better Proposals, ensuring first names are formatted correctly by removing unwanted text. This leads to accurate records and faster onboarding.

Create new customer in Stax from signed proposal in Better Proposals, and format first name with Formatter