Confirm Document Data
Have you ever submitted a quote or agreement for a new job with pricing or information from a previous job? Oops.
Now you can eliminate cut/paste errors and create brand new documents, every time.
Import from CRM or manually enter the project data fields. This information will be used to create the final documents.
This is your opportunity to capture data such as:
Client contact info
Important project dates
Your company info
PO, Order, Invoice, Job and Proposal numbers