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Easily prepare your offers, orders, etc. in Word by merge with information from webCRM

With our Word integration you can create templates in Word for example. offers, orders, contracts and CVs. You can insert merge fields that insert values from webCRM into the template when you use it, so you avoid - or only have to make few - adjustments yourself.

Especially if you have long contracts with a large amount of data set up in special ways, it may be an advantage to make the default setup in Word and then use this as a starting point, coupled with specific data eg. from an offer or order in webCRM and the company and person associated.

There is also the possibility to create PDF templates directly in webCRM, so please talk to your local webCRM department about what will be best in your case.

 

EXPERIMENTE O webCRM

Categori:

Other

Available in:

DK, DE, ES, FI, NL, NO, PT, SE, UK 

Requirements:

  • webCRM PLUS or ENTERPRISE

Read our guide guide:

Word-skabeloner(Danish)

 

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