An easy to use, affordable paperwork solution for small companies and consultants. Easily create great-looking proposals, invoices, acknowledgements, and receipts for your customers and clients.
Simple to use! You only need to enter in data 1 time, even as your document proceeds from being a Proposal to an Acknowledgement, then on to an Invoice, and finally becomes a Receipt.
Do virtually all your work on a single computer screen form - no switching back and forth between different windows.
If you've been wanting to get away from using pre-printed forms but haven't been able to find any reasonably priced software, this is the answer.
Allows you to build a database of all the items you normally sell, including description, unit of measure, unit cost, and manufacturer. Simply double-click any item and it is instantly added to your document. Items can be added on-the-fly, so you can start being productive right away.
One-time items can be added to a proposal, plus stock items can be modified after being selected, without changing them in the stock list.
Stores all your customer and destination addresses for re-use. You only need to type them in one time - from then on out you simply select from a drop-down list. It also automatically stores misc. info such as payment terms, authorization names, FOB points, job numbers, and more in easy to use drop-down lists.
Saved documents can always be recalled later on for re-printing, general reference, or to be copied and used as the basis for similar new documents. The saved Proposal / Invoice list can be sorted by number, date, vendor, destination, ship date, or amount with one mouse click - no more rooting through file cabinets to find things!
Also creates a number of reports to help you keep track of your business.
Can either be installed on a single machine and store it's data locally, or installed on multiple machines and use a shared data directory.
Limitations in downloadable version:
50 uses trial