In this Office Hours, Steve and Will explain why Quivr didn’t invest in building a custom document generation tool—and why that’s actually a win for advisors.

Instead of reinventing the wheel, they point to powerful tools that let advisors build beautiful, on-brand deliverables without driving up software costs.

💡 You'll learn:

➡️ Why Salesforce limits native PDF exports

➡️ How top advisors generate custom plans, summaries, and reports

➡️ Easy ways to connect Quivr with Google or Microsoft formatting tools

🎯 Real-world tips, no fluff. Come hang out.