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Merge • Automate • Validate • Audit

Proposal by Line Item

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Proposal in Microsoft Word® format

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.

Setup:

  1. Microsoft Word Merge Template exists in the \MB7\Zoom Integrated Products\zMaxOneClick folder
  2. The 9-5 Takeoffs screen is open and the record needed to produce the Microsoft Word® document is selected.
  3. If Job, Client and/or other associated data is included on the Microsoft Word® Merge Template, the data must be entered and previously saved in the S100C screen.

Steps:

  1. Enter data in the 9-5 Takeoffs screen, save and recall.
  2. Click the zMaxOneClick app and choose Proposal by Line Item.
  3. Wait for the save dialog box to appear and click save.
  4. Wait for Microsoft Word® Document to appear, make any changes and save.
  5. Optional-attach document to the 9-5 Takeoffs 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 Takeoffs screen as well as data from the associated screens, including the 3-5 Job and 3-6 Client screens. Click here to view a list of available fields.

System Requirements:

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

Joe Contractor uses a Microsoft Word® document for his proposals. 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, specifically the line items.

Process:

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.
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