Create records from email PDF attachments into your CRM
Create records from email PDF attachments into your CRM
Your emails with PDF proposals and invoices sit unlogged, slowing follow-ups and billing. Capture and centralize those PDFs so coordinators can act on them same day.
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Overview
Stop PDF proposals and invoices from getting buried in an inbox—this captures those PDFs as searchable records so program coordinators and marketing ops always have context. You’ll see actionable records in your CRM within hours, speeding follow-up and billing readiness.