Most organizations want to present a corporate image when they communicate externally, so that all their communications are instantly recognized. The most common documents are quotes, orders, invoices, and service agreements. These documents are designed with Microsoft Word, and Emailed as PDF attachment to clients.
With Dynamics Docs and Dynamics PDF-Docs, CRM users can create impressive Word Templates and insert fields from CRM entities and related entities. With one click of a button the document is PDF and attached to Email or the record’s Note. This process can be scheduled with CRM Workflow, which will create the PDF file and attach it to an Email.
Think again: can you survive without PDF-Docs?
Image of 3 pages invoice converted to PDF: