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Merge • Automate • Validate • Audit

Proposal by Bid Item

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Proposal in Microsoft Word® format

This app creates and saves a proposal in Microsoft Word® format. 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 bid items recorded in the selected 9-5 Takeoff screen.

Setup:

  1. The 9-5 Takeoff screen is open and the record needed to produce the Microsoft Word® document (proposal) is selected.
  2. The Bid Items grid in the 9-5 Takeoff screen must be filled out.
  3. If Job, Client and/or other associated data is included on the Microsoft Word® Merge Template, the data must be entered in the S100C screen.
  4. Using Microsoft Word® 2010 or newer.
  5. Microsoft Word Merge Template exists in the \MB7\Zoom Integrated Products folder

Steps:

  1. After the takeoff has been entered and saved, click the zMaxOneClick app and Proposal by Bid Item.
  2. Optional-attach document to the 9-5 Takeoff screen.

Output:

    Microsoft Word® Document
  1. Default location is \MB7\[Company Name]\Zoom Reports
  2. The data available includes all of the data from the 9-5 Takeoff screen as well as data from the associated screens, including the 3-5 Job and 3-6 Client screens.

System Requirements:

    General Requirements
  1. Microsoft Word® 2010 or newer.
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Story:

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.

Process:

This app creates and saves a proposal in Microsoft Word® format. 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 bid items recorded in the selected 9-5 Takeoff 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.
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