If your firm is thinking of moving to Design Gallery (3E Templates), Elite 3E, or is currently using Enterprise, please download our on-demand webinar, where we take a look at the Wilson Template Accelerator package for Elite 3E. The package includes prebuilt best-practice templates for invoices, proformas, and billing statements which our team will then customize for firms as a fixed-fee rapid delivery project.

Firms starting a 3E implementation or those that have 3E and have existing templates in 3E such as Crystal Reports will find this discussion to be particularly useful.

During the session, attendees will:

  • Explore how the Wilson Template Accelerator package works
  • See a demonstration of the template updating functionality
  • Learn how firms can leverage enhanced workflow techniques
  • Review key benefits of the offering