Except coffee Dynamics PDF-Docs does it all !
With Dynamics PDF-Docs CRM users can, in one click of a button or with workflow
- PDF CRM Word Template
- Attach the PDF document to the record Notes
- Attach the PDF document to an Email
- Preview the document
- Save to SharePoint as Word or PDF format
Perform all above functions with Workflow, plus these extra features available with PDF-Docs Workflow:
- When uploading the document to SharePoint (item 5 above), the Workflow updates the SharePoint List (columns) with fields from the CRM record, to facilitate search of documents or activate SharePoint Workflows, triggered by the data saved in SharePoint.
- When sending the Word Template as PDF document attached to an Email, you can also add documents stored in SharePoint. Good example is a price quotation prepared as Word Template in CRM, attached to an Email together with documents saved in SharePoint regarding the products or services offered in the price quotation.
…. And the price ?
US$ 690 only per CRM Organization.
That is not all. This price is one off payment with FREE life time upgrade and free Email support.
Click here to
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