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Merge • Automate • Validate • Audit

Proposal

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Proposal in Microsoft Word® format

This app creates and saves a document in Microsoft Word® format from the 11-2 Work Orders 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 11-2 Work Orders screen.

Setup:

  1. 11-2 Work Orders screen is open and the record needed to produce the Microsoft Word® document is selected.
  2. Microsoft Word Merge Template exists in the \MB7\Zoom Integrated Products\zMaxOneClick folder
  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 work order in 11-2 Work Orders screen, save and recall.
  2. Click the zMaxOneClick app and choose Proposal.
  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 11-2 Work Orders 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 11-2 Work Orders 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 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 document in Microsoft Word® format from the 11-2 Work Orders 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 11-2 Work Orders 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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