Populate your contracts, sales quotes or any other documents with the data from Pipeliner CRM.
Ändrades senast:25 juli 2024
Fungerar med:
1 tn+
Översikt
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.
Ytterligare information
PriserEj tillgängligt
Utvecklare
Integritetspolicy
Användarvillkor
Pipeliner CRM Templates for Sheets frågar efter de behörigheter som visas nedan. Läs mer
Pipeliner CRM Templates for Sheets behöver åtkomst till ditt Google-konto
Detta ger Pipeliner CRM Templates for Sheets behörighet att:
Se, redigera, skapa och radera alla dina dokument i Google Dokument
Visa, redigera, skapa och radera alla dina filer på Google Drive
Se, redigera, skapa och radera alla dina kalkylark i Google Kalkylark
Visa och kör externt webbinnehåll i meddelanden och sidofält i appar från Google
Ansluta till en extern tjänst
Se den primära e-postadressen för ditt Google-konto
Visa dina personliga uppgifter, inklusive personliga uppgifter som du har gjort offentliga
Recensioner
Språk:
Sortera efter:
Google verifierar inte recensioner eller betyg. Läs mer om recensioner
Inga kommentarer
Sök
Rensa sökning
Stäng sökrutan
Googles appar
Huvudmeny