Document Module

Create order winning proposal documents the way you want them presented in seconds

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Your customers will be left in no doubt as to what they can expect with clearly laid out, tailored, professional quote and proposal documents everytime. Your perception will be enhanced and conversion rates increased.

Ensure the data and information you want your customers to see is always displayed and in the way you want it - such as features and benefits, photographs, prices, options, specification details etc.

Tailored, order winning proposals can be automatically created in PDF format for emailing to your customers (or to MS Word format for further tailoring before converting to PDF).

Users can select from a range of pre-defined templates for different situations,    

All documents are automatically filed centrally for fast and efficient retrieval.  Subsequent versions are saved with version references to provide a complete audit trail.

All Document Templates are managed in our adminstration area where they are held in MS Word format for maximum flexibility and ease of management and creation.  Templates can be quickly easily designed and built using industry standard skill to consistently present your business in the way you want.