How to streamline proposals, invoices, and so on?
January 12, 2009 2:58 PM Subscribe
Small home-based business creates its own standardized proposals, invoices, fax cover sheets, and so on. How best to manage them?
posted by SpringAquifer to Grab Bag (3 answers total) 1 user marked this as a favorite
This is a bit of an open-ended question, so I'm really sure if I'm searching for anything in particular.
The business in question utilizes a number of fairly standardized types of documents quite frequently: proposals, invoices, and fax cover sheets. At the moment, they're Microsoft Word templates that we fill in by hand (well, typing on the computer) every time. The file gets saved into a folder, and we open up the original template again when we need to make another one.
Any ideas on how to streamline this without much extra cost?