Auto-Populate MS Excel Templates with any field within Pipeliner CRM - Outlook Add-On (Installable)

Juraj Perina

September 22, 2016 10:56


PLAN AVAILABILITY | × Personal x Personal Plus ✓ Starter ✓ Business ✓ Enterprise

Pipeliner Template Builder included in Pipeliner Office Add-In enables you to auto-populate MS Excel Document Templates with any field within Pipeliner CRM in order to generate e.g. a sales proposal, quote or pro forma invoice per click of the button.

Pipeliner Template Builder allows you to map any field from Pipeliner to your Word or Excel template. MS Excel document templates can be attached to any sales leads, opportunities, accounts and contacts.

You need to have Microsoft Office 2010 or 2013 with Pipeliner Office Add-In installed. Please note, that older Office versions nor online Office 365 are not supported.

Create Template in Excel

Attach Template to Pipeliner

Use Template in Pipeliner

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