AGREEMENT DESIGNER: STREAMLINE CREATION OF BINDING DOCUMENTS

Agreement Design

Expanding opportunities and enhancing performance

Productivity Tools from Single Source Systems address some of the
most common issues that Acumatica users face day to day. The tools
easily add on to your Acumatica ERP, integrating and leveraging
content from the ERP, maintaining a single version of the truth without
risk of disparities or visibility issues.

The two tools can be bought together in a bundle or alone: 

  • Agreement Designer

  • Questionnaire Designer

    Download the Overview Factsheet

AGREEMENT DESIGNER: STREAMLINE CREATION OF BINDING DOCUMENTS

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Use templates to embed legal or contractual, or any text in documents quickly

Check boxApprove language once and reuse as needed with a simple  click 

Check boxUnlimited, highly flexible templates supported document types 

Check boxEmbed data fields from Acumatica dynamically for each transactional document

We make it faster and easier to create contracts, proposals, and any document with re-usable text. Embed data automatically from select Acumatica documents. Create content once and reuse it multiple times with convenient templates. Customize the template to fit the requirements of each unique transaction.

Anyone who works with contracts, service agreements, purchase orders, proposals, bids, sales plans or internal hiring or policy documents will appreciate this time-saving tool.

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Ideal for contracts, scope of work, purchase orders, service agreements, warranties, change orders, and more!
QUESTIONNAIRE DESIGNER: QUICKLY CREATE AND CAPTURE CHECKLISTS

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We streamline the creation & use of checklists, surveys, and questionnaires. Any time a list of questions is needed to capture data, it can be done with the Questionnaire Designer. Group and sequence questions, then assemble them into re-useable templates. The solution automatically renders questions and can embed data from Acumatica in the report output, saving time and reducing errors. PLUS, the questionnaire results are stored as data that can be reported on!

Anyone who works with lists, from inspectors to project managers, will find this tool helpful.

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Build lists of unlimited questions that support multiple data type responses

Check boxGroup and sequence questions and assemble them into re-usable templates

Check boxAssociate and attach the document to other Acumatica files or document types 

Check boxDeploy the questionnaire via mobile for field-based data collection

Ideal for punchlists, surveys, inspections, operational checklists, evaluations, onboarding, training, and more!

Valuable to users

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ARE THE PRODUCTIVITY TOOLS RIGHT FOR YOUR ORGANIZATION?
Here's a checklist to help you decide if the Single Source Productivity Tools for Acumatica are a good fit for your organization.
  • Do you have ten employees or more?

  • Is productivity important to you? 
  • Do you currently use some kind of a template as a starting point for documents?
  • Are errors common when copying/pasting or updating the templates?
  • Does your team create documents from templates on a regular basis?

  • Do you generate checklists or punchlists?

  • Does your sales team submit quotes or bids with the same/similar text or content every time? 

PRODUCTIVITY TOOLS RIGHT FOR YOUR ORGANIZATION

ON-DEMAND DEMO VIDEOS PROVIDE OVERVIEW OF CAPABILITIES

Our on-demand videos provide a quick overview of the Productivity Tools, helping you see the functionality in action and envision potential use cases for your organization. 

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WHAT'S NEXT? FOUR STEPS TO GET STARTED

Got questions? We’ve compiled answers in one handy place. Download Frequently Asked Questions

FAQ

Pricing? Save when you purchase the bundle of both solutions. Or invest in one. 

Productivity Tools Price Sheet

Specific goals? Ready to talk details? Share your application needs and goals with us so we can prepare a proposal.

Discovery Profile

Ready to talk to an Expert? Schedule a call with a product expert to answer your questions.

Talk to an Expert