Office Solution Required 
Author Message
 Office Solution Required

I have a client who wants to give staff access to Quoting Templates. The

Once staff have used a template, it needs to be saved and referenced.

Does anyone know of a tangible solution that allows staff to access Word and
Excel templates, save the files accordingly to the prospects name so other
staff can see if a quote has been done for that client previously??

Normally a CRM would take on this role but the budget is tight....

Come on you brain busters....

Mon, 20 Oct 2003 14:04:33 GMT  
 [ 1 post ] 

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