Pricing Additional purchase may be required
Easily update Word-format templates directly in Tribe.
This add-in will allow users to edit and update a Tribe attachment in Microsoft Word format.
The attachment can be downloaded and directly edited with Microsoft Word.
The changed document is then uploaded to TribeCRM, replacing the original document.
TribeCRM will handle concurrent modifications of the same document by assigning a version number to an attachment and maintaining relationships between these versions.
The add-in will also enable users to edit a local template related to an Offer, Invoice, Sales Order, Email, or Document.
No versioning will be implemented for these types of documents; instead, the latest version will replace the local template stored in the Activity entity.
The add-in only supports .docx-Word format documents.
The add-in needs a valid Tribe license and a valid Microsoft 365 license to function. The add-in itself does not require a specific license.
App capabilities
When this app is used, it
- Can read and make changes to your document
- Can send data over the Internet
At a glance
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