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Proposal-Invoice
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Version
2.1 R6
An easy to use, affordable paperwork solution for
small companies and consultants. Easily create great-
looking proposals, invoices, acknowledgements, and
receipts for your customers and clients.
Simple to use! You only need to enter in data 1 time,
even as your document proceeds from being a Proposal
to an Acknowledgement, then on to an Invoice, and
finally becomes a Receipt.
Do virtually all your work on a single computer
screen form - no switching back and forth between
different windows.
If you've been wanting to get away from using pre-
printed forms but haven't been able to find any
reasonably priced software, this is the answer.
Allows you to build a database of all the items you
normally sell, including description, unit of
measure, unit cost, and manufacturer. Simply double-
click any item and it is instantly added to your
document. Items can be added on-the-fly, so you can
start being productive right away
One-time items can be added to a proposal, plus stock
items can be modified after being selected, without
changing them in the stock list.
Stores all your customer and destination addresses
for re-use. You only need to type them in one time -
from then on out you simply select from a drop-down
list. It also automatically stores misc. info such as
payment terms, authorization names, FOB points, job
numbers, and more in easy to use drop-down lists.
Saved documents can always be recalled later on for
re-printing, general reference, or to be copied and
used as the basis for similar new documents. The
saved Proposal / Invoice list can be sorted by
number, date, vendor, destination, ship date, or
amount with one mouse click - no more rooting through
file cabinets to find things!
Also creates a number of reports to help you keep
track of your business.
Can either be installed on a single machine and store
it's data locally, or installed on multiple machines
and use a shared data directory.
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