Pricing Additional purchase may be required
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.
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
At a glance
By getting this product, I give Microsoft permission to use or share my account information so that the provider can contact me regarding this product and related products. I agree to the provider's terms of use and privacy policy and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of AppSource is governed by separate terms and privacy.