Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.
Ficha actualizada:25 de julio de 2024
Compatible con:
7 mil+
Información general
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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Términos del Servicio
Pipeliner CRM Templates for Docs solicitará los permisos que se indican abajo. Más información
Pipeliner CRM Templates for Docs necesitará acceder a tu cuenta de Google
Con este permiso, Pipeliner CRM Templates for Docs podrá:
Ver, editar, crear y eliminar todos tus documentos de Documentos de Google
Ver, modificar, crear y eliminar archivos de Google Drive
Ver, editar, crear y eliminar todas tus hojas de cálculo de Hojas de cálculo de Google
Mostrar y publicar contenido web externo en las solicitudes y barras laterales de las aplicaciones de Google
Conectarse a un servicio externo.
Ver la dirección de correo electrónico principal de tu cuenta de Google.
Consultar tu información personal, incluida la que has compartido públicamente
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