Here's the situation: my company produces very specific reports for the mutual fund industry. As one of the graphics techs, I use Pagemaker 7 and MS Excel along with the Adobe suite of graphics programs to create these reports. Charts and graphs are created in Excel, imported into PM templates, custom text and graphics are added, and multiple copies of the documents are printed or PDF'd for distribution to the client.
Here's the need: our Sales team wants the graphics team to find some sort of software that will allow Sales to show, project, and print customizable sample documents specifically for our clients. The Sales team are not graphics savvy and they don't want to use PM to do it. Each document style (we offer 10+) neets to be a template. Each chart (over 30) needs to be an object that can be placed on the template to show the client what their custom reports could look like. Text can be objects or customizable.
Here are the problems we've encountered so far: Our Sales team "don't do graphics" and don't want to have to have PM on their laptops to make these presentations. We are unable to import out PM templates into PowerPoint and PowerPoint is not sufficiently customizable to allow our chart-objects to be placed upon our templates to produce reasonable facsimiles of our products. We've also tried to create our example charts as objects and place them into libraries in PM so they can be dragged and dropped onto PM templates. This resulted in huge files and libraries that were un-manageable. In my research, I've learned that Adobe USED to offer a presentation software, but it has been discontinued. I've looked at numerous PowerPoint-like programs, but none have met the need.
Here's the question: Does anyone know of a software product that sounds like it might meet the needs described? I'm open to suggestions and no idea is too outlandish to consider at this time.
I thank you in advance for your posts!
Knock and the door shall be opened unto you. Seek and ye shall find!
I love Mondays cause they're the Second day of the week!
Here's the need: our Sales team wants the graphics team to find some sort of software that will allow Sales to show, project, and print customizable sample documents specifically for our clients. The Sales team are not graphics savvy and they don't want to use PM to do it. Each document style (we offer 10+) neets to be a template. Each chart (over 30) needs to be an object that can be placed on the template to show the client what their custom reports could look like. Text can be objects or customizable.
Here are the problems we've encountered so far: Our Sales team "don't do graphics" and don't want to have to have PM on their laptops to make these presentations. We are unable to import out PM templates into PowerPoint and PowerPoint is not sufficiently customizable to allow our chart-objects to be placed upon our templates to produce reasonable facsimiles of our products. We've also tried to create our example charts as objects and place them into libraries in PM so they can be dragged and dropped onto PM templates. This resulted in huge files and libraries that were un-manageable. In my research, I've learned that Adobe USED to offer a presentation software, but it has been discontinued. I've looked at numerous PowerPoint-like programs, but none have met the need.
Here's the question: Does anyone know of a software product that sounds like it might meet the needs described? I'm open to suggestions and no idea is too outlandish to consider at this time.
I thank you in advance for your posts!
Knock and the door shall be opened unto you. Seek and ye shall find!
I love Mondays cause they're the Second day of the week!