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Gain Control of Your Business and Lose the Paperwork Madness

Leap Paperwork Madness
November 8, 2023 at 9:00 a.m.

By Danielle Basch, Leap. 

By centralizing your documents and customizing systems for your business you’ll be improving your margins in no time! 

How does your company generate estimates and contracts for your customers? Are you still living in excel spreadsheets, frustrated with antiquated processes? It’s hard to gain a competitive advantage in the industry if you’re only focusing from one contract to the next. With the right systems and controls in place, you can increase efficiency in your business and focus on what matters most. 

Leap gives you the power of visibility over your business so you can gain control over what is usually uncontrollable in an outdated process like using spreadsheets for contracts and estimates. Check out these five ways Leap modernizes your workflow, gives you total control and improves margins on every job! 

Centralization 

Make edits to your estimates, contracts and pricing in real-time from one central location. You don’t have to rely on your sales reps to do it, which often ends in mistakes, low profit margins and confusion. 

Navigation 

Do you have several offices or locations? Navigate through Leap’s custom document section easily between offices. Keep all sales processes and workflows in one dashboard for all locations and easily manage them from the menu. 

Customization 

Our newest workflow section mirrors your onboarding experience – CRM and automations, measurement integrations, document and results routing with dynamic information. Eliminate common errors made by reps in the field by automating information across documents. 

Color clarity 

Easily see an overview of the job statuses (sold, not sold, pending) with color articulation. Track the status of jobs easier and get a quick view of the status of a set of requirements since you have multiple projects happening at once. 

Accessibility 

Keep all accounting, financing and payments under one focus area. This way all lenders, financing options, credit apps and secure payment capture are easily accessible. Don’t flip flop from app to app to finish a project, use Leap to easily access all your financing and payment needs in one location! 

Original article source: Leap

Learn more about Leap in their Coffee Shop Directory or visit www.leaptodigital.com.


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