Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.
Na-update ang listing noong:Hulyo 25, 2024
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Pangkalahatang-ideya
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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Hihilingin ng Pipeliner CRM Templates for Docs ang mga pahintulot na ipinapakita sa ibaba. Matuto pa
Mangangailangan ang Pipeliner CRM Templates for Docs ng access sa iyong Google account
Papayagan nito ang Pipeliner CRM Templates for Docs na:
Nakakakita, nag-e-edit, gumagawa, at nagde-delete ng lahat ng iyong dokumento sa Google Docs
Tumitingin, nag-e-edit, gumagawa, at nagde-delete ng lahat ng iyong file sa Google Drive
Nakakakita, nag-e-edit, gumagawa, at nagde-delete ng lahat ng iyong spreadsheet sa Google Sheets
Nagpapakita at nagpapagana ng web content ng third-party sa mga prompt at sidebar sa loob ng mga Google application
Kumonekta sa isang panlabas na serbisyo
Tinitingnan ang pangunahing email address ng iyong Google Account
Tumitingin sa iyong personal na impormasyon, kasama ang anumang personal na impormasyong ginawa mong available sa publiko
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