Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.
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Listing updated:July 25, 2024
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Overview
If you are sending the same document over and over again, you can use Pipeliner CRM Google Docs Add-On Templates to populate those documents with data from Pipeliner CRM.

CREATE COMPANY BASED TEMPLATES
With a simple step-by-step guide, you can create a company based Google Docs templates, for example for  business contracts, sales proposals or project outlines, and link Pipeliner CRM lead, opportunity, account or contact fields into their placeholders in those documents.

POPULATE TEMPLATES WITH PIPELINER CRM DATA
After you create document templates with Pipeliner CRM fields placeholders, your users can easily use this document to populate it with data--for example Pipeliner CRM contact data such as an email address, phone number, street address or any other field you use in Pipeliner CRM. This applies to all main records types in Pipeliner CRM: leads, opportunities, accounts and contacts. 

SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR PIPELINER CRM
At the end of the process, you can store populated documents in your company Google drive folders, link them to records in Pipeliner CRM, or save them as PDF files to your local computer for further work.

Pipeliner CRM Google Docs Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.
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Pipeliner CRM Templates for Docs will ask for the permissions shown below. Learn more
Pipeliner CRM Templates for Docs will need access to your Google account
This will allow Pipeliner CRM Templates for Docs to :
See, edit, create, and delete all your Google Docs documents
See, edit, create, and delete all of your Google Drive files
See, edit, create, and delete all your Google Sheets spreadsheets
Display and run third-party web content in prompts and sidebars inside Google applications
Connect to an external service
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
Reviews
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A User of Pipeliner CRM Templates for Docs
December 11, 2019
Pipeliner Add-In is easy to use and navigate with the features and helps you have good forecast of your sales and a faster Retain on Investment. I can confidently work in gmail knowing that your email correspondence will be automatically appended to my CRM contacts
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A User of Pipeliner CRM Templates for Docs
December 10, 2019
This is an amazing CRM that easily integrates with other application suit to ensure an efficient and effective way of doing business.
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A User of Pipeliner CRM Templates for Docs
January 7, 2020
I so much love the way Pipeline CRM Templates is design Compatible to work with any Internet Browser Both with phones and PC it make my email Contacts easily reach any time secure and can easily be Processed to others whenever
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A User of Pipeliner CRM Templates for Docs
December 9, 2019
The big bang of CRM. This Add-in has made the incorporation of CRM data and building of business templates very easy and effective and what makes it even better is that it is easy to install and manage.
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A User of Pipeliner CRM Templates for Docs
December 30, 2019
Pipeliner crm has integration to almost all other systems and this is a great template for simplifying work. Data within the crm can be accessed by Docs with minimal effort. Typing errors is significantly reduced.
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A User of Pipeliner CRM Templates for Docs
December 9, 2019
Pipeliner crm is really the best crm.Its uniqueness and ease of usage for sales people have been testified.The template add -on makes onboarding even more faster to the pipeliner crm. its extremely recommendable beyond business organizations.
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A User of Pipeliner CRM Templates for Docs
November 27, 2019
This is a great add-on, Pipeliner CRM have proven to be the real vanguards and voyagers of the new dimensions of space. It has been quite an experience so far. I am in Kenya and already I have my full office tools with me, ready to rock and roll
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A User of Pipeliner CRM Templates for Docs
December 17, 2019
Beyond words, Pipeliner CRM has done really great to have integrated this tool "Template for Docs". A CRM so easy to work with....
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A User of Pipeliner CRM Templates for Docs
November 15, 2019
Pipeliner CRM template is an excellent template and has made documenting very easy.
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A User of Pipeliner CRM Templates for Docs
December 12, 2019
This is an amazing CRM that easily integrates with other application suit to ensure an efficient and effective way of doing business.The best ahead of the rest.
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