Trivena Writer
Documents, proposals and contracts built from real records.
Word processing where a proposal can be generated from a deal and a contract from an employee record, then tracked through review and signature.
Typically replaces
- Document editor subscription
- Proposal tool
Part of do the work in the suite, included with every plan at no extra cost.
What it does.
Grouped by the part of the job each capability belongs to.
Documents
- Rich editing with collaborative comments
- Templates that merge live record data
- Review and approval workflow
- Export to PDF and archival in Drive
Because it is not a separate system.
Trivena Writer reads and writes the same database as every other application in your Site. These are things it can do only for that reason.
How the platform fits together- A proposal reflects the current quote, not last week's
- A signed contract files itself against the customer
