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Word Add-in for Workbooks CRM

Workbooks

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

Funzionalità del componente aggiuntivo
Se usato, questo componente aggiuntivo:
  • Può leggere e apportare modifiche nel documento
  • Può inviare dati tramite Internet
  • Riepilogo
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