Sample letters and documents
Simplify your life by designing layout templates and text templates for your various documents, including :
– letters (termination letter, covering letter, etc.)
This module allows you to set up layouts specific to your company’s corporate identity. You can define different templates according to :
– the customer,
– the supplier,
– the prospect,
– the service provider (insurance, bank, etc.),
– the employee.
In addition, you can also create sample texts and, in the case of letters for example, predefined greetings.
Once you have layouts presets, all you have to do is add the recipient, select the text and greetings you want to use from the existing templates, insert your signature and that’s it. You then have a corporate document that you can send by email or print.
If they are linked to a client file or project, the documents will automatically be placed in the relevant file or project.
Our solutions for you
– Automatic processes save time and provide good visibility.