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
by 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/
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
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