Keep things consistent
Ensuring that your team are using letter, proposal or contract formats is made simple with Gold-Vision’s document management features.
Your team can generate Word documents with one click from almost any item by using predefined Word Templates (.dot) files. Gold-Vision will automatically save the document against the record you have generated it from so that it can be viewed and updated as needed. These templates can also be used when running letter-based mail campaigns.
The stress of making sure that all of the data included in your templates is absolutely accurate is eliminated with the help of Gold-Vision “tags”. These “tags” are automatically populated with the corresponding data from Gold-Vision when you output your document.