https://store-images.s-microsoft.com/image/apps.3051.8de8bd5f-936d-4a0e-a1f5-7c28a8680143.b0781b53-20e1-45c5-beb9-cb3660573095.2d253acc-b516-4aaf-9a0a-0a62cb6b4450.png

Adviser Cloud Word Assistant

Adviser Cloud Limited

Generate Word Templates, populate templates with client details, Save back to the Adviser Cloud CRM.

A supportive Add In which allows Adviser Cloud users to generate word templates to improve interaction with their clients.

Features include:

  • Generate and Load Word Templates
  • Populate templates with client data

  • Save documents back to the Adviser Cloud CRM.

This Add In is dependant on having an Adviser Cloud Account, if you don't have an account, you can book a demo or learn more about our services here: http://advisercloud.co.uk/

Funzionalità del componente aggiuntivo
Se usato, questo componente aggiuntivo:
  • Può leggere e apportare modifiche nel documento
  • Può inviare dati tramite Internet
  • Riepilogo
    https://store-images.s-microsoft.com/image/apps.29432.8de8bd5f-936d-4a0e-a1f5-7c28a8680143.b0781b53-20e1-45c5-beb9-cb3660573095.eda0452b-34cd-422b-92b1-1b8890eca20b.png