Reply To: I would love to find someone who could help me with Microsoft Word automation.  I spend hours on Client Services Agreements and know that my process would dramatically improve if I templated the agreement and could select services to insert – I am pretty sure there is a way to do this and am happy to engage the services of someone who knows how.  Thank you.

Hi Rosene,

There are a couple of cloud based tools out there that do make this easier for you. One I’m aware of is Proposify, and there are alternatives listed here -> https://www.g2.com/products/proposify/reviews. A good one should include cloud storage and digital signatures

Alternatively, have you spoken with a virtual assistant at all? Templating a document with automation would be pretty straight forward for them to set up for you.