Altru Ideas

Our facility rentals department would really like to be able to have multiple merge documents or contracts on a Group Sale at one time. They currently use the contract feature to create a wide variety of documents (initial quotes, rental contracts, day-of info sheets for facility/event staff, payment receipts, refund receipts, etc.) and currently have to delete each previous document before they can create the next one. As a result, we can't take advantage of the built-in features of Altru (keeping those documents automatically under documentation on the reservation, having a record of when the documents were sent, and in some cases when they came back signed). They currently just have each document saved separately on their computers.



Right now we're experimenting with using query to pull data into Excel sheets and do merge documents that way when needed, but it would be so much better to have a way to keep it all in Altru, even when you have to create multiple different merge docs.