Joe Contractor uses a Microsoft Word® document for his Proposal. Now that he has Sage 100C, he would still like to use that proposal document, but he wants it automatically filled in with the information that is entered into the system as well as the contract language that he uses. He also wants the ability to enter photos into his proposal.
This app creates and saves a document in Microsoft Word® format from the 9-5 Takeoffs screen. The app automatically creates the data source and Microsoft Word® document from a Microsoft Word® merge template document which is customized to each company's needs. The document is based on the data recorded in the selected 9-5 Takeoffs screen.
Return on Investment:
The Microsoft Word® document is created at the click of the zMaxOneClick app with all the information that is entered into Sage 100C. He no longer has to manually type the proposal.