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 A step beyond Mail Merge
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Merges against ANY SalesLogix Tables.
     Choose the content when you go to run it.
          Creates an editable Word document or a PDF.
               Flexible, easy to integrate, easy to use.

You have data in SalesLogix that you need in your sales proposals or other documents to your
customers. Now you can have the flexibility you need to have the content pushed into your document, and change the content based on your need.

 

Manage sections using Microsoft Word



 

Comes with a Test Screen and Working Code Examples

Requirements

SalesLogix LAN Client Versions 7.x
Microsoft Word 2007 with Save as PDF feature installed

Pricing

    Module
Price
          Server - Includes One Symbol Set, and One Template
$600
          Multi-Template Option
$500
          User Runtime (one per user, 10 minimum)
$60
 

Additional Components

    Option
Price
          Symbol Editor (Optional)
$500
          Additional Pre-built Symbol Sets (Each) - Opportunity, Sales Order, Ticket
$300
 

Additional Services

    Service
Price
          Create a complete symbol set for custom tables
$1,500
          Convert Client supplied Word Document into a document builder template
$700
 

Frequently Asked Questions

  • Does it use the DSOFramer control like SalesLogix does?
    No.

  • Where does it keep its document templates?
    SalesLogix Library

  • Can I control what templates are available to individual users?
    When you register a template, you can designate a Security group (SECCODEID) to it.

  • Can I control what sections are available to individual users?
    You can assign a security group to individual sections.
    Unused sections are removed from the document after it has been built.

  • Can I merge in an entire table of information from SalesLogix?
    Yes. You need to provide the SQL statement in the administrator program.

  • Can I use the same symbol more than once in a document?
    Yes. Symbols in the document are plain text with curly braces.

     
 
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