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Adviser Cloud Word Assistant
από Adviser Cloud Limited
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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/
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Με μια ματιά
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