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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.
Funcionalidades de la aplicación
Cuando se usa esta aplicación,
- Puede leer el documento y hacer cambios
- Puede enviar datos por Internet
De un vistazo
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 términos de uso and directiva de privacidad and understand that the rights to use this product do not come from Microsoft, unless Microsoft is the provider. Use of términos is governed by separate privacidad and {4}.