Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.
应用详情更新日期:2023年10月24日
适用于:
8308+
概览
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”将请求获得以下权限。了解详情
Pipeliner CRM Templates for Docs”将需要访问您的 Google 账号
这样可让Pipeliner CRM Templates for Docs
在 Google 文档中创建文档,以及查看、修改和删除您在 Google 文档中的所有文档
查看、修改、创建和删除您的所有 Google 云端硬盘文件
在 Google 表格中创建电子表格,以及查看、修改和删除您在 Google 表格中的所有电子表格
在 Google 应用的提示和边栏中显示和运行第三方网页内容
连接到外部服务
查看您的 Google 账号的主电子邮件地址
查看您的个人信息,包括您已公开的任何个人信息
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