- Client management
- Vendor management
- Price lists
- Job templates
- Purchase orders for vendors
- Purchase orders from clients
- Job schedule
- CAT tools
- Invoices and payments
- Code lists
- Business activities
- File management
- Print templates
- E-mail templates
- Agency departments
- Web access
- User management
The system allows you to generate documents, such as quotes, orders, invoices, etc. as PDF, MS Word, MS Excel and HTML documents. The basic system setting contains print templates for all of these documents. They are localized into four languages; the same languages as those in the code lists. This allows you to create fully localized documents where service and unit names can be in any language.
Besides default print templates, it is possible to create an unlimited number of customized print templates. The system includes a designer that allows you to change and modify the templates. Therefore, it is easy to have a template for a foreign client and a different one for a domestic client. You can have different templates for various projects, etc.
Is it possible to fully localize print templates into our language so that service and unit names are in our language?
Yes. If you work with a language not set as default in the system, it is possible to define an optional language in the global setting so that it corresponds to the requested language and rewrite the respective values in the code lists. A print template can be fully localized into any language which you will need.
Is it possible to have you prepare an individual print template for us?
Yes, of course. If you do not want to create a print template yourselves, please contact us via email. firstname.lastname@example.org. We will discuss details with you and will create a tailor-made print template for you.
Can you import/export print templates to/from the system?
Yes, it is possible. Individual print templates can be exported into files and imported backwards. Therefore, you can export a template, send it to request a modification and subsequently import it into the system.
Do you offer print templates for download other than the default ones?
Yes, we do. You can download print templates from this website and others are going to be added.