The SmartWe Word Add-In integrates the CRM software SmartWe with Microsoft Word and thereby improves the workflow in your preferred environment.
With the SmartWe Add-In, you can create custom templates to use in SmartWe.
To be able to use the SmartWe Word Add-In, you need a fee-based SmartWe license from SmartWe World AG.
You can find more information here.
Benefits and advantages of the SmartWe Word Add-In:
- Create your custom document templates.
- Use placeholders to insert information from any available data record type into documents.
- For any selected data record type, playeholders for links are also available, which you can insert in documents.
- Create custom templates by inserting your company logo, your postal address, or the signature of the person creating the document.