Hi All,
I am in need of some help on how to best build a module based proposal for our products and services.
There is 30 Modules of information to choose from or that could go into a proposal.

We want to set up DL to be able to select which Modules populate the proposal.
Sometimes its 10, sometimes its 20 modules that may have to go in to the document.

We want to sort of - check box those items that need to populate the doc.A little similar to how you pull together an estimate in DL under product and services.

We use PAGES to design our proposals but have to cut and past everything for every proposal.
We are open to DL editor and Billings if they can make the workflow easier, however we like to maximize design tools to present our documents.I understand there may need to be a possible compromise...automating the workflow is the priority.


My appreciation in advance

Kempton

This message has been edited. Last edited by: KC,