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Pipeliner Templates

Pipelinersales Inc.

5.0 (8)

Build CRM templates for Invoices, various business documents in Excel and Word

The Pipeliner Office Add-In contains a feature called Pipeliner Template Builder. Pipeliner Template Builder allows you to map any field from Pipeliner to your Word or Excel templates.

Specifically for Word, Pipeliner Template Builder allows you to auto-populate Microsoft Word Document Templates from any field within Pipeliner CRM. This allows the user to generate a quote, a sales proposal, an invoice, or any of an endless variety of documents with the click of a button. Microsoft Word Document templates can also be attached to any contact, account, opportunity or sales lead.

Pipeliner account is needed to be used along with this add in.

Capacitats del complement
Quan s'utilitza aquest complement:
  • Pot llegir el document i fer-hi canvis.
  • Pot enviar dades per Internet.
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