The Wizard of Oz (Document Templates)

Cowardly Lion: I'd be brave as a blizzard...
Tin Woodsman: I'd be gentle as a lizard...
Scarecrow: I'd be clever as a gizzard...
Dorothy: If the Wizard is a wizard who will serve.

Learn how the Templates Wizard can help you automate your company letters, contracts etc.

Oh yes, this Wizard will serve!

Imagine: the letters you and your colleagues write all have the same layout, with the latest version of your company logo AND the address of the recipient, the letter's reference number, the related project info etc. automatically appear onto the letter.

That is what Efficy's Document Template Wizard can do for you!

You can:

make templates in Word, in Excel and, last but not least, e-mail templates in Outlook too.

use fields from all items that you can link to a Document, and from the Document itself

launch the Document Template starting from an Efficy Document

launch an E-mail Template using the Instant E-mail feature on any Efficy record

Learn how to automate your offers, faxes, contracts, invoices, invitations and e-mails: help - aide - hulp

Try it out!

Rachel