Experience Level: Expert
We have a client that requires a fully-automated, idiot-friendly sales proposal template to be produced in Microsoft Word. While we have set up the basics and are able to write the content and ensure it is structured appropriately, we are not Word Power Users. We therefore, need the document to be set-up as a proper template so that for the next sales person to use it, it is obvious how to edit it and there is minimal margin for error in terms of layout consistency. We also need some diagrams re-drawn in Word that will be editable as part of the template and an accompanying user guidelines document to help all sales people when they first start using the template.
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