Quote:
Originally Posted by Smokin Joe
Thank you everyone for the reply's just so we are all on the same sheet of music.
These forms are the end result in a chain of events. The chain looks like this.
- Lead acquired (via phone, Internet, etc.)
- Manually Entered into our online database (top producer 8i)
- Property info pulled from online tax records
- Forms generated
Attached are a few of the numerous forms that we use and have to fill out. Now, recreating these in a word doc would be a venture that I just simply don't have time to do. Because attached are just a few of the approximately 30-40 different type of forms that we us. Although creating form boxes and linking them is something I could handle, recreating the entire document including all language and format is just not a possibility due to time constraints.
The "data" is the same basically the same: buyers/ sellers/ addresses/ property description/ legal description etc.
My wish is to have a single point of entry for all info and have the forms populate with the info.... is it possible yes, because zipforms kind of does this but it really sucks at it...
Thoughts? |
Smoking joe try this I think this will help. I've used
http://www.evermap.com/automailmerge.asp
In the past to perform what you're describing to create filled out forms with different data in mass. It's a free download to try it