When working with customers, there are often documents you create again and again that have the same basic elements, but updated content. This can be contracts, quotations, or project descriptions.
You may create them from scratch and spend time making them look good, or you might dig up and copy old documents of the same type.
After a while, a myriad of different document designs exists in the organization. Customers get a bit of everything and may begin to wonder if it's the same company that sends it all.
Wouldn't it be better if everyone in the company used the same templates for common documents?
Standardize your documents
By creating templates for often-used documents and making them available for everyone, you can save time and ensure the same look across the organization.
In SuperOffice, you can easily create document templates for Word, Email, Excel, and PowerPoint.
- Everyone saves time whenever they create a new document, as they don’t have to enter information that is typically repeated in each document, like customer name, address and so on.
- You make sure that your contacts receive documents that have a unified, professional look, including your logo and corporate identity.
- You ensure that all users can access and use legal text that is important to your business, such as terms and conditions and similar.
- You can even create lists and find companies that have a particular document template in common.
How to add a document template to SuperOffice:
Adding a new document template to SuperOffice.
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.