Pricing Additional purchase may be required
The easy way to add merge fields to your Prospect CRM document templates.
Prospect is the leading Stock-Aware CRM. Unlike other ordinary CRM's, Prospect is specifically built to help wholesalers, distributors and manufacturers sell more, in less time, every time.
The Prospect CRM Add-in for Word makes it super-easy to create template documents and template quotations. The Add-in provides a Word sidebar offering easy access to all available CRM merge fields. Just click on any merge field to quickly and easily insert it into your template document. Names, addresses, references, usernames, job titles, quotation values, quotation tables and lots more fields are all easily embedded into your document.
When a user then wants to send a document to a customer, they simply create a new document in the CRM, choose the template, and the merge fields are automatically populated with information about that customer, opportunity, problem or quotation... saving the user time as well as reducing copy/paste or typo errors.
Licensing:
You'll need Prospect CRM subscription and have valid user login details to use this Add-in.
Contact your administrator if you don't have a user account or visit https://www.prospectsoft.com to learn more about Prospect CRM, take a free trial, and to connect with a sales representative.
Compatibility:
This App does not support Internet Explorer 11
This App does not support older versions of Edge. Only the new Chromium-based Edge browser is supported.
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
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.