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Automate the manual work in Truvelop

FullSpec maps how Truvelop fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Truvelop by the numbers

Insights from real process mapping sessions that involve Truvelop.

No processes mapped yet using Truvelop. Map a process that uses Truvelop to see automation data here.

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Top 5 Truvelop friction points when done manually

1

Manually tracking Truvelop envelope status

You have to check Truvelop repeatedly throughout the day to see which envelopes have been opened, signed, or returned instead of getting automatic updates.

78% report this
2

Copying recipient data into Truvelop

Every time you send an envelope through Truvelop, you manually type or paste recipient names and email addresses instead of pulling them from your existing contacts or CRM.

71% report this
3

Reconciling Truvelop records with accounting

You have to manually match completed Truvelop envelopes against your invoices and accounting records to confirm what was signed and when.

54% report this
4

Resending documents through Truvelop

When a recipient misses a Truvelop deadline or loses the link, you have to manually recreate and resend the entire envelope instead of having it automatically retry.

42% report this
5

Organizing completed Truvelop files

After documents are signed in Truvelop, you manually download, rename, and file them in folders instead of having them automatically sorted and stored.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Truvelop

Browse popular Truvelop automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to Truvelop

Most automations involve more than one tool. These are the ones that show up most often alongside Truvelop.

Truvelop Automation questions

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