CRM Software Logo

Microsoft Dynamics 365 experts providing comparisons and opinions to professionals in the CRM selection process since 2009

 
 
Dynamics Objects

On Click to PDF Word Template and Attach to Email

Email | Print

You have a well-designed CRM Word-Templates for Invoices, Price Quotations or Contracts, and you now wish to Email the generated document from the Word-Template, as PDF file attached to an Email to a client.

If you don’t have Dynamics PDF-Docs, this is a process that can take you considerable time, especially if you are generating many such documents in Dynamics CRM / Dynamics 365.

With Dynamics PDF-Docs its is as simple as 1-2 (not even 1-2-3)

From the record page – Click the “PDF-Docs” button>Select the Word Template> and select any one of eight different options to Download as PDF, Save to Note, Attach to Email or Upload to SharePoint, and you are done.

With Workflow – Automate this process with a workflow, triggered when a workflow condition is met or run the workflow on demand, from your tablet or even an iPhone.

Dynamics PDF-Docs price is US$690 only per CRM Organization (one-off payment).

Price includes FREE lifetime version upgrade and free Email support.

With Dynamics PDF-Docs you always have the most updated version, by importing the trial version on our website (and using the Product Key provided upon purchasing the product).

Dynamics PDF-Docs free trial version can be loaded from this URL
http://dynamicsobjects.com/Solutions-for-Digital-Transformation/Dynamics-PDF-Docs
Try it only takes 2 minutes to install, and 2 clicks to try with CRM out-of-box Word Templates.

If you do not have Word Templates, why not use our FREE CRM Word-Templates and redesign then the way you like it. Click here to download free CRM Word Templates

..

..

 

Comments are closed.

 

 
 
Show Buttons
Hide Buttons