The business world has changed fundamentally. Home office, virtual meetings or collaborations across national borders are now daily companions in the business environment. As a result, new demands are being placed …
Posts Tagged ‘CRM Word Templates’
Document Generation & Delivery with a Single Click
One-Click Actions (OCAs), one of the features of DocumentsCorePack allows you to define custom document actions aligned to your business processes and needs. One-Click Actions are predefined settings for the …
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VIDEO: one click from Word Template to PDF attached to an Email
Watch it! Lightning fast One click to generated document from CRM Word Template PDF it, and attach to Email. CLICK HERE: Download FREE Trial Version .
Two or more Documents Attached to CRM Email using Word Templates.
There are occasions you need to Email two or more documents generated from two or more CRM Word Templates with one Email. Emailing one Email for each document, both Emailed …
Two or more Documents Attached to CRM Email using Word Templates. Read More »
CRM Word Templates > Merge two secondary documents into a primary document
Consider having Word template for the Order Entity, and you wish to insert / merge it with a Word Template for Quote and for Opportunity, to generate one document from …
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