CRMworx Document Generator

User Tip: Customer Report Templates are Available from abci-software.com

CRMworx© allows you create professional agreements, marketing letters, proposals, and orders for individual items and systems.. The program is designed to optionally work with Intuit's QuickBooks inventory files, which are exported as '.IIF' from QuickBooks and imported in to the Items file for CRMworx.

Once the proposal data is created, the programs can automatically create important documents such as:

•	Sales Proposal, many formats to choose from;

•	Sales Worksheet;

•	Bill of Materials and Labor;

•	Purchase Agreement;

•	Purchase Agreement Terms and Conditions;

•	Delivery and Acceptance Certificate;

•	Print your Warranty Document;

•	Print your Labor Only Maintenance Agreements;

•	Print your Full Service Maintenance Agreements;

•	Plus, much more because you can create your own documents and reports using Report Builder!

reportbuilder

Help url: http://www.crmworx.us?crmwork_document_generator.htm