Pricing Additional purchase may be required
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
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.