Brand refresh of quote, work docket and Fire certificate documents
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Hi,
I noticed the contest has just closed. While working through your document brief, I came up with an idea that could save your team a significant amount of time.
Rather than manually editing Word templates for every new job, I can build a simple document automation system.
Your team would only enter the required information, such as:
Client Name
Site Address
Certificate / Quote Number
Date
Works Completed
With one click, the system would:
Generate a professionally formatted Word (.docx) document
Keep the original template untouched
Automatically save the file using the client name and document number (e.g. Detector Inspector - Certificate 2324.docx)
Be ready to print immediately
Optionally generate a PDF as well
The same information could also populate your Proposal, Quote, Work Docket and Fire Certificate automatically, eliminating duplicate data entry.
If this would be useful for FIRE8 in the future, I'd be happy to discuss it.
Thanks for your time, and best of luck with your project!
Hi Navdeep,
I’d love to have a discussion with you about how you could set-up automations to help our business.
We are heavily burdened with admin, particularly as we don’t have the systems in place.
Could you please reach out via email to jarrad@fire8.com.au and maybe we could jump on a call and discuss our needs.
Thank you
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