Automated Document Creation
Posted on 2004-09-02
A client of mine has some numerous documents to compile everytime there is a new prospect from the sales team. These documents are currently generated by hand, mostly by copy and pasting from previous documents.
Every document is unique, however, in that every prospect is different and every situation is different. What I had in mind was some way to to able to generate a document based on picking or filling out some kind of generic form.
For example. The input could be something like this...
Client or Prospect? --> Prospect
Client/Prospect Name? --> SampleCompany
Private or Public? --> Public
Dental / Medical / Life? --> Dental and Medical
Which would generate a document that uses paragraphs that correspond to the choices made.
Does such a solution exist?