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In this video tutorial, Chris from Service Autopilot discusses the importance of setting up documents within the software for sending estimates and marketing content to clients. He demonstrates how to use the document editor to create various document types such as estimates, client emails, and print documents. By navigating to the CRM section and clicking on settings, users can easily customize and build documents from scratch to meet their specific needs. This process is crucial for efficiently managing and communicating with clients during the busy season.
