Except coffee Dynamics PDF-Docs does it all !

With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow

1. PDF CRM Word Template
2. Attach the PDF document to the record Notes
3. Attach the PDF document to an Email
4. Preview the document
5. Save to SharePoint as Word or PDF format

Perform all above functions with Workflow, plus these extra features available with PDF-Docs Workflow:

6. When uploading the document to SharePoint (item 5 above), the Workflow updates the SharePoint List (columns) with fields from the CRM record, to facilitate search of documents or activate SharePoint Workflows, triggered by the data saved in SharePoint.
7. When sending the Word Template as PDF document attached to an Email, you can also add documents stored in SharePoint. Good example is a price quotation prepared as Word Template in CRM, attached to an Email together with documents saved in SharePoint regarding the products or services offered in the price quotation.

…. And the price ?

US$690 only per CRM Organization.

That is not all. This price is one off payment with FREE life time upgrade and free Email support.

Click here to download trial version of Dynamics PDF Docs

 

 

=================================================================

We are looking for Partners in non-English speaking countries. Contact us using this web form.

Nous recherchons des partenaires dans des pays qui ne parlent pas l'anglais. Contactez-nous en utilisant ce formulaire Web.

Wir suchen Partner in nicht-englischsprachigen Ländern. Kontaktieren Sie uns über dieses Webformular.

Estamos buscando socios en países que no hablan inglés. Contáctenos usando este formulario web.

www.DynamicsObjects.Com