WORDCONNECT automates the all-important final step in the quote process—generating proposals and confirmation letters to clients.

Starting from a "live quote" prepared in SMARTQUOTE, you can create a finished document in a few minutes. WORDCONNECT automatically merges all of the appropriate information into any of the letter or proposal formats that you’ve established. You simply print the file or send it electronically, and that’s it.

You start by setting up a master template that’s consistent with your company’s visual identity, including your logo and typefaces.

It’s easy to choose between two formats—proposal or letter. There are two predefined sets of data—one includes all customer, contact and quote data fields and the other includes account name and quote number. Proposals can also automatically include "details," "summary" and/or "terms" sections.

Additional templates are easy to define, including any combination of data fields you require. You can even customize data queries via Microsoft Access (or ask your consultant to customize queries for you).

When you’re ready to create a proposal or letter, you simply select an order or quote in SMARTQUOTE and choose the template you’d like to use.

WORDCONNECT reads the SMARTQUOTE database using Microsoft Access, launches Microsoft Word and fills all of the merge fields with the appropriate data from the selected order/quote. This creates a new document that you can further customize with personal touches as needed.

Fast. Letter and report generation is fast and easy with WORDCONNECT.

Accurate. WORDCONNECT eliminates manual cut-and-paste errors and reproduces the data exactly as it appears in SMARTQUOTE.

Flexible. You can customize both templates and documents, so they’ll have the exactly the right look, feel and information for each client.

Powerful Functionality

• Automatically generates a variety of common business communications
• Extracts data directly from existing SMARTQUOTE orders or quotes
• Manager can control format, style and content for each type of letter
• Data queries can be customized to your company’s special needs

Compatibility & Connectivity

• Standard Microsoft tools (uses Access & Word)
• Works with SMARTQUOTE data
• ODBC connectivity for easy, open-ended flexible data access
• Use on remote laptops or in NT or Novell LAN environments

Easy to Use

• Familiar Microsoft Word editing
• No new commands to learn
• "Wizard" steps you through processing
• Built-in database tracks letter/proposal
• Track your documents by easy-to-recognize names based on template, date and order/quote
• Can be run standalone (for Admin) and directly from SMARTQUOTE
  (for mail merge)

Reports & Documents

• Sales Proposals
• Custom text and data
• Pre-formatted paragraphs
• Terms and conditions
• Summary
• Detail

• Literally any type of business letter based on quote or order information

Controls & Standards

• Company can create a consistent look for all sales-related communications
• No more embarrassing typos or cut-and-paste errors on sales quotes

• Password-protected "Admin" functions
• System Administrator controls content and layout of templates
• Other users can generate individual proposals and letters, but cannot modify company templates