https://store-images.s-microsoft.com/image/apps.31126.a759bcdd-5ac3-4e12-8d71-ec4f5e768d02.4f1197f8-964d-44a6-b8c2-798e4ee0fe6e.1075ea97-c14d-44e9-8593-37246cd0205f.png
Pipeliner Templates
izdevējs 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.
Programmu iespējas
Kad šī programma tiek izmantota:
- Tā var lasīt dokumentu un veikt tajā izmaiņas.
- Tā var nosūtīt datus, izmantojot interneta savienojumu.
Īsumā
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.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
https://store-images.s-microsoft.com/image/apps.26778.a759bcdd-5ac3-4e12-8d71-ec4f5e768d02.4f1197f8-964d-44a6-b8c2-798e4ee0fe6e.98c11995-bfdd-4ffc-a527-29b6dfd44f17.png
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