Documents are important part of business culture, the benefits they yield are countless. The nature of business documents is different from ordinary documents. Business documents are not just a mere piece of writing, in fact they gave a glimpse of the business firm. These documents tell the story of business, where it comes from, what are its future intentions and how determined the firm is in attaining its goals. Contracts which you form with other parties are not just mere documents actually, they are opportunity windows which act as a gateway through which you can expand operations of your firm to a whole next level. So, do you want to design these contracts like ordinary documents? Obviously, your answer will be NO!
Most of the communication you do with your customers, suppliers, logistics etc. involves more documentation as compared to the physical interaction. So these stakeholders judge your professionalism by your documents. If there are spelling mistakes in your document or the template you used for business proposal is inappropriate then without a doubt it will affect the effectiveness of the proposal in a negative manner.
VTExperts understand how important documents are for your business that is why we introduced a useful extension which when combined with VTiger 7 CRM produce one of the best business-related documents. The name of this state of the art extension is VTExperts Proposal and Document Designer. The sole purpose of this extension is to enhance the efficiency of your documents by making them more attractive both by appearance and by functionality.
What Purpose do Proposal and Document Designer Fulfill?
This extension is designed after extensively analyzing problems that people face commonly while composing documents for the professional purposes. It especially caters to the difficulties faced while designing documents using VTiger 7 CRM like how to integrate fields from different modules. The uses of this extension are beyond explanations, but here I will like to discuss some of the most prominent features of it.
Document Designer: The document designer comes with this extension is not only for basic use, but can also be used to compose advanced level professional documents without any trouble. It accompanies all the tools necessary to design an impactful document. Using Document Designer It is very easy to incorporate advanced tools like Table of contents, simple and pricing tables, images etc. Use drag and drop option to use any feature present at the sidebar.
Electronic Signature: It is an aspect of electronic documents where people face a lot of trouble, we understand the importance of Electronic Signature that is why we also facilitate its usage. For example, you want a document to be electronically signed by your customer using this feature you can get the E-signature from the respondent without any hassle.
Field Integrator: The fields from VTiger 7 CRM can be made part of your documents using this tool.
Update Return Form: You want to collect information from your audience like a survey form. You can design an update return form using this extension. Once the document is designed it will be sent to the respondent to fill the required information. When respondent fills up the required fields it will be automatically channeled back to the VTiger 7 CRM for data collection.
Front-Backend Interface: This extension puts equal emphasis on both front and backend interface of a business document. So, in order to help the document designer we made the backend interface of document easy to use and manage.
Do not take your business related documents for granted, put effort while composing them if you want positive results. Remember your documents are the face of your organization so give a good impression to your stakeholders by presenting them with your best and for this reason use assistance provided by VTExperts Proposal and Document Designer.