Automatically
generate client agreements with all client information populated
by software for you.
Customizing your own agreements using the
most popular text editor - Microsoft Word has never been
easier: just type in special code words in your Word document
to instruct the program where to put each field (client
name, phone number, monthly payments, etc.)
Print agreements with a click of a mouse.
Email agreements directly from the program
without the need to use any third party mail clients. All
outgoing and incoming client emails are conveniently stored
in each client's personal mail folder inside of the program.
You can keep track of all quotes, proposals and scenarios
ever e-mailed to the client.
Fax agreements
directly from your computer. Either connect your modem to
the phone line or use any fax server software for more advanced
outgoing fax management.
Print, fax or email welcome letters
or any other custom letters to your client.
You can create several versions of agreements,
quotes or any other documents for multiple plans you may
offer.
Software is capable of generating agreements
in different languages based on language option selected
for each individual client.
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