Populate your contracts, sales quotes or any other documents with the data from Pipeliner CRM.
Listingan diperbarui:25 Juli 2024
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Ringkasan
For those frequently used documents, you can now leverage Pipeliner CRM Google Sheets Add-On Templates to populate them with the data straight from Pipeliner CRM.

CREATE COMPANY BASED TEMPLATES
Using a simple step-by-step guide, you can create a company based Google Sheets templates (e.g. business contracts, sales proposals or project outlines) and link the fields from Pipeliner CRM lead, opportunity, account or contact records to their placeholders in those documents.

POPULATE TEMPLATES WITH PIPELINER CRM DATA
After you create document templates with the Pipeliner CRM fields placeholders, your users can easily use this document to populate it with the data from, for example, a contact in Pipeliner CRM such as email address, phone number, street address or any other field that you use in Pipeliner CRM. This applies to all main Pipeliner CRM record types; Leads, Contacts, Opportunities and Accounts.

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

Pipeliner CRM Google Sheets Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.
Informasi tambahan
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Pipeliner CRM Templates for Sheets akan meminta agar izin ditampilkan di bawah ini. Pelajari lebih lanjut
Pipeliner CRM Templates for Sheets akan memerlukan akses ke Akun Google Anda
Hal ini akan mengizinkan Pipeliner CRM Templates for Sheets untuk:
Melihat, mengedit, membuat, dan menghapus semua dokumen Google Dokumen Anda
Melihat, mengedit, membuat, dan menghapus semua file Google Drive Anda
Melihat, mengedit, membuat, dan menghapus semua spreadsheet Google Spreadsheet Anda
Menampilkan dan menjalankan konten web pihak ketiga pada perintah dan sidebar di dalam aplikasi Google
Menghubungkan ke layanan eksternal
Melihat alamat email Akun Google primer Anda
Melihat info pribadi Anda, termasuk info pribadi Anda yang tersedia untuk publik
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