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Several years ago, I had a client whose salespeople were using Excel to generate sales proposals. This was inefficient and the resulting documents looked awful, so I developed a new process for them using a no-code platform. It featured a web form that was tied to a workflow engine, and a fancy PDF got emailed to the customer to sign. When the client loved the solution, I knew I was on to something. However, the no-code platform wasn't very customizable, so I decided to rebuild the process as a SaaS product. The client's CTO wanted in and we became cofounders. Today, we passed the…
2021
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2019 · tools.agentrisk.com
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Free US mortgage & tax tools with dynamic inflation modeling
Jul 2026 · fintechpulseus.online
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