Automatically Create PDFs & Documents from Forms with Fillout

Learn how to automate the process using SmartSuite as your CRM and Fillout for building forms. • Set up a client database in SmartSuite • Create a form including pre-filled fields using Fillout • Automatically populate the PDF with client information • Store the generated PDF back in your CRM • Update client information in SmartSuite based on the completed form This powerful integration streamlines your workflow and saves you valuable time. _________________________________________ Learn more here ⬇️ Contact Us - https://innerdevsolutions.com LinkedIn -   / zackstevenson   _________________________________________ Table of Contents 📖 ⬇️ 0:00 What I cover 0:36 Exploring the Tools: SmartSuite and Fillout 1:24 Setting Up the CRM and Document Storage 3:28 Creating the Form in Fillout 4:16 Integrating Fillout with SmartSuite 6:42 Building the Form and Adding Fields 10:39 Finalizing the Form and Testing the Process _________________________________________ Software Tools (may contain affiliate links) ⬇️ Sign up using the links below! SmartSuite - https://partners.smartsuite.com/zack Fillout - https://fillout.com/?ref=zack _________________________________________ #zackstevenson #SmartSuite #pdf