Joe Contractor uses a Microsoft Word® document for his Quote Requests. Now that he has Sage 100C, he would still like to use that quote request document, but he wants it automatically filled in with the information that is entered into the system.
This app creates and saves a document in Microsoft Word® format from the 6-11-2 Requests for Information 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 6-11-2 Requests for Information 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 request for quote.