We build useful templates for everyday business
Sending professionally branded invoices, statements, account summaries and any other data driven business document does not need to be an ongoing challenge and administrative headache. If you have smart excel templates setup, this can become an easy and streamlined process.
Benefits
Allows repetitive business tasks to be repeated quickly.
Input validation can prevent finger errors.
Application forms can be pre-validated using business rules.
Master data such as pricing, categories, sub-categories etc. can be looked up automatically.
Dramatically improves accuracy of data capturing tasks.
Standardized presentation of official business documentation.
Business rules can be calculated and applied automatically. For example: discounts, rates, customer groups, costing models etc.
Using templates makes mundane administration tasks more enjoyable.
Examples
Invoices
Purchase Requisitions
Purchase Orders
Sales Orders
Customer Feedback and Surveys
Quotations
PMO Templates
Account Statements
Payslips
Account Summaries
Customer Profiles
Generic Request Forms
