This program goes one step further and you can then also choose to have it automatically email a copy of that document as an email (text) or as an email (with a PDF attachment) or as both. You can also Blind Carbon Copy or just Carbon Copy other people as well. This integrates with our Dealer Manager to allow for quick and easy selection of who you wish to sent a document to. That way you do not have to type in the persons details or email which will help reduce typing mistakes.
Make your documents look professional and consistent by being able to type information and have it automatically include your letterhead and saved to highly efficient PDF files. You can also download those documents as PDF files which you can do whatever you require, such as print etc. Using the email feature is totally optional.
The other major benefit for using this application is that it keeps all your documents in one location, on the server. That means you can access them from any location or any device and you can then generate the PDF or email them to anyone at any time.
You can't do that from a normal word processor because that only has the documents stored on the computer where it was created. Sure if you use the latest Microsoft Word which stores it on the microsoft server / cloud, then you can access it from anywhere, but that also means you need word installed on the device where you need to access your document and it still can't auto generate to PDF and send as an email or give you single click to generate the email. Plus lets not forget the big issue is that microsoft charge you a monthly fee for cloud access.
If you already have a website from us then why not manage your documents using our program for no extra ongoing costs!
Creating a document is simple and you can start typing straight away. No need to come up with a filename when saving either. Each document you can enter a subject name and that is then used to help you identify the document in the list of documents. You can change that at any time, but being saved in the database (rather than as a file) means there is only going to be one copy, so no problems trying to work out which file is the latest, or you accidentally load an old revision. This can't happen with our program.
Adding formatting to your document is pretty easy. This is not like a normal word processor, so you don't select the bold icon and then see your text in bold. What we decided was that you type the command you want and then the text following that command has it applied. It may sound strange at first, as most people are use to WYSIWYG type word processors, but in using our method, you can see exactly what commands are in effect. You can perform simple changes such as the font size, colour and style (bold / italics) simply and easily, but you can also perform much more complex formatting too, such as creating multiple columns, text alignment, borders and changing background colours.
Trying to create multiple equal columns in a Word Processor is usually a pain because you have to manually work out how large each column should be and then you also have to define the blank between the columns. So if you want a 6 column layout then you need to set the size of each column manually then you also need to set the padding you want between the columns 1 through 5.
Our Document Manager makes that task a breeze. You simply tell it you want 6 columns on a formatting line and then you can place the text in any column at any order as you choose. The program will automatically calculate the column widths to ensure the columns are equal width. Maybe you don't want equal columns. That's no problem either, you can define each column to whatever width you require, but of course you'll also have to make sure they all fit on the page.
Our system is you upload the photos you want to use for the document, then you copy and paste the provided code for each image where you want it in the document. You can then choose the width you want the image to use. You can set an image to 100% width and be centered. That will then use all the page width if it can, but if you place that in a column then 100% means only to the width of that column. Works really well.
You also have the option that if you wish to include photos, you may not want them embedded in the document. Our program can then assign each photo to a separate page in the PDF, so if you upload 4 images then each image will be added to the last 4 pages of your PDF. Ideal if you wish to supply photos but then only reference them in your document.
You can upload photos for use with this document, or you can copy photo links from other documents you have created (save you having to upload the photo again), or you can choose to include photos that you have uploaded for any of our other applications (such as News Manager, Product Manager etc). All photos are accessed via links. There is no need to copy them to the document you wish to include them. That means you only need 1 copy of the photo stored on the website for any of our applications to access.
That means if you have a photo of a product that is saved in our Product Manager, then you can link that photo and include it in a document. That means if you update that product photo and then the document manager will automatically use that newly updated photo. That is because it is linked to the file.
As the photos are saved as you uploaded them, they will remain untouched. Your document itself is only text, so it uses very little space. The PDF that is generated, is not saved anywhere. It is generated in real time, that means it is only created (in memory) when it is required. That means there is never any old versions or revisions of that document laying around.
Unlike Microsoft Word that has to save a .doc or .docx file which has the photos you wish to use saved inside. This makes it extremely inefficient or compromises on your image quality.
Our Document Manager gives you the option of what compression you wish to utilize when the PDF is created. This allows you to quickly and easily create a low resolution sample of a document, for preview or review and then once happy, just select a high quality setting and re-generate the PDF.
This does away with having to keep multiple copies all of different quality settings.
You can even have your document send as the text in an email, or as a PDF attachment, or you can also choose to do both if you wish.
Sending via email is simple. Just enter the persons email address and select AutoSend Email and when you save it will be generated and emailed. You can also add a list of people as Carbon Copy or Blind Carbon Copy.
If you have our Dealer Manager application (Sold Separately) then you can select from a range of assignments (or groups) so you can BCC to groups you have configured, or you can just select a single person. That way you don't have to try and remember peoples email address's.
Here is a little more information from our Quote / Invoice Manager ( Read More about QIM HERE ).
If you are generating a quote which is for a tender, or you want to provide additional information about the products or services that you offer, then this new feature of our program will be of benefit.
The concept behind this is it gives you the ability to create pages of content which can showcase and explain in further detail what you can do or offer. These pages can then be selected and appear before the quote in the PDF that is generated by our application. This will have numerous benefits in that your customers can read more about you, your services or your procedures. It is totally up to you as to what you want to include.
The added benefit is once you create these pages, you can quickly select any of them to be assigned to any quote you create in the future. That way you don't have to re-generate all that information each time you need to generate a Proposal, simply select which pages you wish to include and save.
The only real challenge you will face is designing and creating those pages initially, so you will need some skills either in a photo editor like photoshop, or have it created professionally. The key point is though once you have it created professionally and properly then you can use it for all quotes (or invoices) that you create.