Case Study: Full Sail Partners achieves streamlined custom templates and significant time savings with Informer by Entrinsik

Full Sail Partners Utilizes Informer 5.4’s Templated Output for Clients’ Unique Formatting Needs

Full Sail Partners, a Colorado-based consulting firm serving project-based companies, faced a manual, error-prone process for creating client templates (invoices, reports, government forms, RFPs). Wendy Gustafson, General Manager, struggled with disparate client formatting needs, having to remerge data when fields were wrong and relying on technical expertise to build templates.

By adopting Informer 5.4’s Templates Preview, Full Sail automated template creation and enabled non-technical users to build polished templates (one custom invoice in a day) using built-in conditional logic and dynamic fields. The solution eliminated remerges, saved about 20 minutes per agreement, removed roughly 50 redundant fields, created a single source of truth across the organization, and set the team up for further efficiencies like Adobe Sign integration.

Full Sail Partners

Wendy Gustafson

General Manager