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Pipeliner Templates

av Pipelinersales Inc.

(431 vurderinger)

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.

Funksjoner for tillegget

Når dette tilleggsprogrammet brukes, kan det gjøre følgende:
  • Kan lese og gjøre endringer i dokumentet ditt
  • Kan sende data over Internett

Rask oversikt

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