Customizing the Microsoft Word Template for Bids
The Fast Accurate Bids software has an associated Microsoft Word template that generates the Word file to which the line items table and customer contact information is copied. This is the last step in creating the bid.
The template is called Fast Accurate Bids Template.dotx and is located in the folder My Documents/Fast Accurate Bids.
To adapt the template to your company,
1. Open Microsoft Word and from the File menu open the file My Documents/Fast Accurate Bids/Documents/Fast Accurate Bids Template.dotx.
2. Add the letterhead for your company to the top of the page.
3. Edit or replace the text with standard information that you provide when you send a bid to a customer.
4. When you have finished the edits you want to make to this file, select Save As from the File menu, save the changes and close the file.
Fast Accurate Bids Template.dotx without any editing.
Customized Template ready for bid
Customized Template with bid
Things to Note
In case you need it, Fast Accurate Bids provides a backup copy of the word template in My Documents/Fast Accurate Bids/Documents called Fast Accurate Bids Template (copy).dotx.