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Directly create Word® template documents
Again, true to our principles, why re-invent a market leading product? Gold-Vision doesn't include a proprietary word processor for sending out standard letters and documents. Instead we use Microsoft Word, enabling users to embed Gold-Vision data into the documents.
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Sophisticated Account, Contact, Opportunity, Project,
Activity, Campaign or Quotation documents may be created
in seconds, maximising the time of your team. |
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Ensure that your team are using consistent letter, proposal
or contract formats. |
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Template documents may be automatically saved by Gold-Vision
to pre-defined central locations. More than this - Gold-Vision
can automatically create the folder structure allowing
other users or applications to save documents in the same
location. |
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Easy searching for linked documents or for any documents
sent by e-mail as an attachment. |
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