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Pipeliner Templates
di Pipelinersales Inc.
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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.
Funzionalità dell'app
Quando questa app viene usata,
- Può leggere e apportare modifiche nel documento
- Può inviare dati tramite Internet
In uno sguardo
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https://store-images.s-microsoft.com/image/apps.35446.a759bcdd-5ac3-4e12-8d71-ec4f5e768d02.4f1197f8-964d-44a6-b8c2-798e4ee0fe6e.4b682406-0380-4594-bdee-b45cd884a2f3.png
https://store-images.s-microsoft.com/image/apps.55985.a759bcdd-5ac3-4e12-8d71-ec4f5e768d02.4f1197f8-964d-44a6-b8c2-798e4ee0fe6e.5a9f498d-2e1b-4ce6-a2a4-7ede24ed09dd.png
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