G
Guest
I am looking to build a template for my standard proposals.
I would like to have an initial Dialogue Box to enter the relevant
information - ie
Client
Contact
Representative
Amount
Date
Expiry Date
This data I would like to also populate fields in the Properties of the
document created.
Any thoughts?
I would like to have an initial Dialogue Box to enter the relevant
information - ie
Client
Contact
Representative
Amount
Date
Expiry Date
This data I would like to also populate fields in the Properties of the
document created.
Any thoughts?