Template Management

Tour de Force gives companies that ability to create Templates for business and other documents
that are used frequently during the sales cycle, as well as used to manage customer and other
business relationships. For example, a company uses the same document when sending quotes
to prospects and customers.

Templates allow users to be more efficient because the initial work when creating documents is
finished, which means less time is needed when creating documents. Templates save time
because users have a starting point for documents, forms, and business material. Users can add
or modify text and design, or delete text or other content that does not apply.

Examples of templates that can be designed and used in Tour de Force include:

Letters for correspondence
Business forms for billing and inventory
Newsletters
Brochures
Flyers
Postcards
Stationery
Greeting cards
Invitations

Templates are creating in Microsoft Word and saved as a .dot file. Then Tour de Force data fields are mapped to bookmarks in the Word template file. Finally, the Word template and mappings are published by the Administrative user of Tour de Force .

Templates are maintained by Account Root. Therefore, different templates can be created when a company has multiple regions or divisions that have different addresses or logos.

Ability to link Account, Contact, and Opportunity documents for sharing by all
Ability to quickly forward a document in an email with a history created on the Contact record
Use Tour de Force's Template Manager to edit Microsoft Office file templates. Bookmark multiple fields and generate complex, dynamic documents at the push of a button.

You can learn more about Tour de Force by clicking on a Core Feature or an Add-On Module.
Demos & Screen Shots are Provided.

Core Features of TDF

Add-On Module
Optional & Adds extra functionality to TDF