Dynamics CRM 365 Word Templates, together with Dynamics PDF-Docs add-on the CRM, provide salespeople the ultimate tool to easily create well-presented price quotations with fields and data populated from CRM records, and then PDF the price quotation and attach it to an Email, all with one click of a button.

Moreover, with Dynamics PDF-Docs documents related to the price quotation are also attached as PDF files to the price quotation Email, as one complete package, providing prospects the information they need in one single Email message no matter how many documents are attached from SharePoint or generated in CRM.

From now on, by using Dynamics PDF-Docs sales managers can ensure that price quotations include all alternative quotes and all mandatory documents relevant to the quote, whether they are generated in CRM or stored in SharePoint.

Download Dynamics PDF-Docs

Download free samples of CRM 365 Word Templates

Dynamics PDF-Docs price is US$ 690 only per CRM Organization.

This price is one off payment with FREE life time upgrade and free Email support.

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CRM Software Blog | Dynamics 365