Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.
Fortegnelse opdateret:25. juli 2024
Fungerer sammen med:
7 t+
Oversigt
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.
Yderligere oplysninger
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Udvikler
Pipeliner CRM Templates for Docs anmoder om de tilladelser, der er angivet nedenfor. Få flere oplysninger
Pipeliner CRM Templates for Docs har brug for adgang til din Google-konto
Dette giver Pipeliner CRM Templates for Docs tilladelse til følgende:
Se, redigere, oprette og slette alle dine Google Docs-dokumenter
Se, redigere, oprette og slette alle dine Google Drev-filer
Se, redigere, oprette og slette alle dine Google Sheets-regneark
Vis og kør tredjepartswebindhold i meddelelser og sidebjælker i Google-apps
Opret forbindelse til en ekstern tjeneste
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