hey guys, I have my clients business you gets regular clients, like 5 new clients and it requires him to collect their information, (name, phone, email, address, things they purchased etc) and oppossing party info (usually lawyer or broker and name of the their client) + bank or loan companies name.
I need to get a system where they can put in all the info into the program and it is stored, then when they open new documents the information can be prefilled and have option to create fields with what needs to be filled and templates.
Something which can store information of client, and when new document is open through that console a lot of things are prefilled.
Any idea of such program which available, open source option will be best.
I need to get a system where they can put in all the info into the program and it is stored, then when they open new documents the information can be prefilled and have option to create fields with what needs to be filled and templates.
Something which can store information of client, and when new document is open through that console a lot of things are prefilled.
Any idea of such program which available, open source option will be best.
