The article covers the following topics:
The Pipeliner Templates Add-in for Microsoft Office 365 Word and Excel allows you to embed Pipeliner fields within templates and then pull in the data from Pipeliner to complete the template outputting the result to Word, Excel or PDF. You can create a letter or form template using Word or order or quote templates using Excel. The details of creating and using a template uses Word in this example but there’s a short Excel example which follows and the methods used are the same.
How to enable the Add-in
Login to your Microsoft Office 365 account and open up a new document using Word.
You first need to find and enable the Add-in so click on the Insert menu and then choose "Add-ins". Search for Pipeliner CRM and select.
NOTE: If Add-ins are managed by your IT team, ask one of your Admins to enable the "Pipeliner CRM Templates Add-in" in the Admin Managed section.
Now, when you click on the Home menu, you’ll see a “Start Pipeliner Templates” option on the right hand side. Click on the button and you’ll be prompted to login to your Pipeliner user account. Sign in to start building your template ⤵
NOTE: If you have access to more than one, select your Pipeliner space.
Select the Entity to use for your Template
The next step is to select the main Entity you want to work with. Choose:
Account — if you only want to use company information in your template (no contact or other details)
Contact — if you want to include details of an individual. You can also access details of the primary Account that the Contact is linked to. This is the option to choose for Letter Templates or Forms that include Contact and Company details.
Opportunity — you’ll be able to select fields from an Opportunity AND the primary Account and primary Contact that is linked to the Opportunity. This is the one to go for for Quote Templates or Order Confirmations.
Lead — this option works like Opportunity. You’ll be able to insert fields from a Lead, its primary Account and primary Contact.
NOTE: If you select an entity and begin creating your template, if you then decide to use a different entity, your template will be reset and you’ll need to start again ⤵
Example Quote Template in Word
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 arrow, you’ll now have an option to “Save Changes in Template into Pipeliner” which you’ll use to make changes to a template that you’ve already saved ⤵
NOTE: You also have options to "Rename Template in Pipeliner"; "Save as new template into Pipeliner" and "Map Opportunity from Pipeliner".
Using an open template from Word
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 ⤵
Example Excel Template
This is a simple form which will pull in data from fields about an Opportunity and the Primary Account and Primary Contact linked to it. Make sure the "Pipeliner CRM Template Add-in" is enabled as detailed earlier in this article.
Open your Excel file or begin with a new blank worksheet and click on "Start Pipeliner Templates" ⤵
Select your Entity. This example uses Opportunity. Add in your Opportunity fields from the first tab and then click on the "Primary Account" tab to access "Account" fields (or search for your fields by name). Finally, do the same with your fields from the "Primary Contact" tab ⤵
NOTE: You can access the current date from the Miscellaneous tab.
When you’re finished, click on “Save as new template into Pipeliner” and add your template name. You’ll then be able to access it from an open Opportunity (as it’s an Opportunity template) within the Pipeliner app. To fill it with details of an Opportunity right now, click on “Map Opportunity from Pipeliner”, search for your Opportunity and click "Finish".
To use from an Opportunity, click on the "Documents" tab of an open Opportunity, select your template and then choose "Save" or "Save and Download".
Accessing Templates from the List View
If you’re using the List View and you select a record, the "Use Template" button will become available. Click on it and select your template as before ⤵