cobra CRM for Word

With cobra CRM for Word, you can create and edit professional document templates for cobra CRM Cloud directly in Microsoft Word.

Easily insert variables and control commands into your Word documents and customize templates to meet your requirements. When the templates are subsequently used in cobra CRM Cloud, the designated content is populated with the relevant data.

Your benefits:

• Create templates in the familiar Microsoft Word environment
• Insert variables from cobra CRM Cloud
• Design dynamic content using control commands
• Use existing Word documents as a basis for new templates
• Prepare consistent and reusable documents
• Auto-upload: Reduce manual work and data transfer errors

The add-in is ideal for preparing cover letters, quotations, confirmations, and other personalized documents.

A valid cobra CRM Cloud account and the appropriate user permissions are required to use the add-in. Access is offered separately and may incur additional charges.