Online HTML Editor
Documents and Quotations can be created directly within My Field CRM. Using the online HTML editor, quotations can be created instantly with all customer details fields automatically completed.
Using mail merge hash tags, references, date and signature information can also be included automatically.
Preview Before Creation
An online preview of your document can be viewed prior to creating a PDF, this is shown on your own company stationary and includes your signature embedded within the document.
Who to send to can be edited including for who's attention. Hash tags are also available for automatically adding a 'R.E. field.
PDF Quotation Document
PDF documents are created and stored within the customer record for later viewing, emailing or printing.
Company stationary can be included on the final PDF allowing for production on plain paper printers.