Word Add-in for Workbooks CRM
Create Word Documents directly from Workbooks CRM
Make your sales team more productive by creating Word Documents directly from Workbooks CRM. The Workbooks Word Add-in allows you to create Microsoft Word documents directly from any Workbooks record with a single click.
Common use cases are the creation or letters, orders, invoices, credit notes and supplier purchase orders.
The Word Add-in can only be used in conjunction with a Workbooks CRM Licence. You can purchase a Workbooks Licence by visiting the Workbooks website at: www.workbooks.com
- Can read and make changes to your document
- Can send data over the Internet