Document templates

Simple documenting

Customizing document tempalates keeps your company's image in line and let's you decide what information is important to import to documents.

With the document templates admin user can create PowerPoint-, Word-, Excel- and PDF documents of information from different modules  inside of CRM. Certain tags will fill information automatically from CRM to the template. PowerPoint-, Word- and Excel templates can be modified visually to correspond customer company’s image. As an example customer company’s logo and background image can be added and modified to a quote template.

When document template is created to CRM, it can be defined to open up in its own file format. Therefore document can be edited afterwards. The document can also be directly converted to PDF format and as an attachment to an email.

To find out more about the different possibilities you can always contact us and ask more.

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