Installation of the Pipeliner CRM Chrome Extension
Open your browser and login to your Google account. Click the ''Tools" icon' of your Google account as seen on the screenshot below and select “Docs”:
Click on the "Add-ons" and from the dropdown menu select the option "Get Add-Ons":
Search for "Pipeliner" within the the Add-Ons list and once the search results show you the list of Pipeliner CRM Add-Ons click on the "+ Free" to install it under your Google Account into your Google Sheets:
Choose the Account you want to install the Pipeliner Add-On onto:
The add-on will be installed and will appear under the “Add-Ins” menu:
Creating a Document Template
In the example below, we will focus on creating a new document template using Google Docs. Google Sheets functions in a similar way:
From your Google Doc — Click "Add Ons" › "Pipeliner CRM Templates" › "Start":
After the side menu pops up, type in the same email and password you use to login to your Pipeliner account and click “Sign In”.
After successful login, you will be able to click fields to bring in from your Pipeliner to your Template.
Example Quote Template in Google Docs
This is a quote template which will pull in data from fields about an Opportunity and also the Primary Contact and Primary Account that the Opportunity is linked to.
NOTE: you don’t have to start from scratch, you can turn an existing document into a template very easily.
Open up your document (or start a New one) and select Opportunity as your entity from the Template builder ⤵
The first tab lists all the Opportunity fields, the second tab all the Primary Account fields, the third is all the Primary Contact fields, the fourth User fields and the final tab contains Miscellaneous fields ⤵
I’m going to start with Primary Account and Primary Contact fields. In your document, click where you want to place the field, click on the Primary Account tab and then select the field from the field list in the right hand panel (remember you can search for your field by name/partial name) and click again to insert the field into your template ⤵
Repeat for all your Primary Account fields and then click on the Primary Contact tab and do the same for your Primary Contact fields
You can scroll through your field list or search by name but if you search instead, you'll see how all fields for each different entity that match your Search criteria will display. This makes it really easy to select and insert names, for example⤵
Add your User fields next ⤵
Then you need to add in the details you need from your Opportunity. If you're using the Products & Services section within your Opportunities, you can include the grid of products by selecting the "Product Table" field from the Opportunities tab in your template ⤵
Repeat until you have inserted all the Pipeliner fields you want to use and then click on "Next".
You can now “Save as new template into Pipeliner” which saves your template for accessing from records inside of the Pipeliner App or “Map Opportunity from Pipeliner” to select a contact from within your Pipeliner space immediately.
NOTE: the "Edit Fields" button takes you back to your field lists ⤵
If you choose “Save as new template into Pipeliner”, you’ll then be prompted to enter a name for your template
Enter your name and then click on “Save to Pipeliner” ⤵
You’ll get a message that your template has been successfully saved and a reminder that, in order to access it, you’ll need to open up an Opportunity in Pipeliner and then click on the "Documents" tab ⤵
Once saved, when you click on the back link, you’ll now have an option to “Update Existing Template into Pipeliner” which you’ll use to make changes to a template that you’ve already saved ⤵
NOTE: you also have options to "Map Opportunity from Pipeliner" and "Edit Fields"
Using an open template from Google Docs
To use your template immediately, click on “Map Opportunity from Pipeliner”. The panel on the right will now display a list of all Opportunities from Pipeliner. Search for the Opportunity you want to use using the search bar or scroll through the list; select your Opportunity and click on Finish ⤵
You’ll then have the option to download either as a pdf or as a DOCx file. Pick the one you need and you’ll see your file in your browser download bar at the bottom of the screen in the format you chose ⤵
Click on the file to open it and you’ll see that all fields where there was data filled in on the Opportunity, Contact and Account record in Pipeliner have been filled in on your template ⤵
You can attach your completed document (or pdf) to the record in Pipeliner as normal.
NOTE: Unless you’ve moved it, you’ll find it in your "Downloads" folder.
Using a saved template from Pipeliner
To access your templates, you need to open up the right sort of record — for example, if it’s a Quote template, open up an Opportunity then click on the Documents tab and select "Use Template" ⤵
You’ll be able to select from All (Opportunity) templates, just Documents or just Spreadsheets or you can search by template name ⤵
You can download the template itself or delete it using the arrow on the right hand side ⤵
You can select “Convert to PDF” to use a PDF version rather than a DOCX. Click on “Attach” to fill your template with the details from the Opportunity that you have opened (and the Primary Account and Primary Contact that the Opportunity is linked to). This will save a copy of the completed document or PDF to the Opportunity’s Documents tab. Click on the file to download and open it.
Choose “Attach and Download” to save a copy of the completed document or PDF to the Opportunity’s Documents tab and also download it ⤵