The key value is going to be hooking it up to CRM systems like Salesforce to automate filling in the address, rates etc. across both systems. My old employer had a horrendously kludgy Active X control that generated MS Word forms from Salesforce fields. Using their API and a web-based service, I would imagine you can do a lot better than that.
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The key value is going to be hooking it up to CRM systems like Salesforce to automate filling in the address, rates etc. across both systems. My old employer had a horrendously kludgy Active X control that generated MS Word forms from Salesforce fields. Using their API and a web-based service, I would imagine you can do a lot better than that.
Thanks a lot for your feedback, we are working on it. SalesForce integration is coming in April-May. First CRM we decided to connect with is HighRise.