- Introduction
- Advanced Reporting
- Auto-Email
- Bundle Management
- Contact Manager integration
- Courier integration
- Customer-specific Pricing
- Document Digital Signing
- Door Management
- Exchange Rate Lookup
- Microsoft Business Central
- Microsoft CRM Contracts
- PDF Conversion
- Peer Reviews & Approvals
- Price Rounding
- Postcode Address Finder
- Purchase Order Tracking
- QuoteWerks Avalara Avatax
- QuoteWerks ChargeLogic
- QuoteWerks DDI System
- QuoteWerks Excel Reporting
- QuoteWerks FedEx & UPS
- QuoteWerks HTML Email
- QuoteWerks Line Item Sort
- QuoteWerks Monday.com
- QuoteWerks Opt Item Import
- QuoteWerks PO Tracking
- QuoteWerks Price Uplift & Drop
- QuoteWerks Sage 50 Canada
- QuoteWerks Sage 50 Stock
- QuoteWerks Scripting
- QuoteWerks ServiceNow
- QuoteWerks TASBooks
- QuoteWerks TechData (C2000)
- QuoteWerks Unleashed
- Repair Management
- Resource Management
- Sage 200 Discounting
- SalesForce & Pegasus Opera
- Servicing Management
- SugarCRM & Roster Manager
- T-Cards Online
PDF Conversion & Merge
For use with: ‘any’ Windows software application.
About the User: This project was commissioned as a sub process to the
online document signing solution we developed for a client who hires out
large industrial construction equipment to private building contractors (details
here).
Project Brief: In order to make the contract sign-off process much easier
for their customers and not have to rely on paper records, the aim of the project was to make the
process electronic. The client uses a Microsoft Access-based system to manage their customer
list, equipment hire bookings and semi-automated the process of sending the contract document
for signature in RTF format. While some of the online electronic document signing solutions
offered conversion as part of the process, the chosen SimpleSign solution did not. We therefore
developed a solution for converting RTF files into PDF format ourselves which could also be used
as a stand-alone application in its own right.
Features:
- A single click to auto-generate the contract in RTF format and convert it to PDF.
- Support for other document types (Microsoft Word DOC & DOCX, HTML and any plain text file format - TXT, CSV, TAB, INI, etc.)
- Potential for also merging other document types into a single PDF.
- Potential for adding watermarks, headers and footers to the created or merged PDF.
Benefits:
- Creating non-editable documents.
- Electronic document storage in a widely supported file format.
- Taking multiple files and merging into one for easier and more complete document delivery.