| Sales PDF Productivity Pack for Microsoft Dynamics CRM |
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Datasheet l Install Guide l User Guide l Demonstration Sales PDF Productivity Pack is an integrated add in module that delivers sales document review, saving and sending by automatically by email. See your sales document on the screen exactly as your customer would see it without having to run a report and export it to a PDF. Overview Sales PDF Productivity Pack is a seamless add in that delivers sales productivity for MSCRM as PDF for MSCRM reports and forms part of the CRMAddins productivity tools and add on products for MSCRM. Quote to PDF - Order to PDF - Invoice to PDF all in one product. From a single point in a CRM Quote, CRM Order and CRM invoice; preview, save and email your sales documents Define a common CRM Sales Document naming convention to allow PDF for ms CRM documents to be easily found Define a standard Email naming convention to allow CRM emails to be easily found Define standard email template to standardise covering letters with T&C's etc. Increase sales productivity for MSCRM by having a simple and easy to use option for CRM sales document creation Store document directly into SharePoint for security and fast retrieval
Sales PDF Productivity Pack for MS CRM, PDF for Microsoft Dynamics CRM The PDF Productivity Pack is an integrated Microsoft Dynamics CRM add on module that allows you to simply and speed up the process of reviewing, saving and emailing CRM PDF Quotes, PDF Order and PDF Invoice Documents, all from within your Microsoft CRM system, delivering sales productivity for Microsoft Dynamics CRM.
From within a CRM Quote, Order and Invoice record the PDF productivity Pack add in:-
Your sales team can save time Create Quote to PDF, Order to PDF and Invoice to PDF with a single click You can review your document as it will be produced as a PDF You can save your document with configurable file names, make it easier to find the document Save document in SharePoint and use document management features of SharePoint to securely store and retrieve documents You can create and send a CRM Email with a single click with the sales document attached automatically storing the email and quod attached quote in your customers history Use corporate email template to populate Email text to speed up Quote, Order and Invoice process and ensure that all sales people use a standard template. You can ensure that a clients history and audit trail are automatically maintained for all sales transaction. Full support of all Version of Microsoft Dynamics CRM (MSCRM), both 32 and 64 bit deployments
Main Features of Sales PDF Productivity Pack The Sales PDF Productivity Pack CRM tool delivers Sales Productivity for Microsoft Dynamics CRM (MS CRM), offering a single easy to use screen that will allow easy production of PDF documents from within a CRM Quote, CRM Order and CRM Invoice. The Sales PDF Productivity Pack CRM add on delivers quick and easy access to sales documents and to increase productivity by reducing the number of steps required to produce and send a quote to a client :- See your sales document on the screen exactly as your customer would see it without having to run a report and export it to a PDF. Save time trying to work out how to name a saved sales document, through the configurable file naming options. Find your sales documents quickly and easily through the configurable direct save option. Keep track of all sales documents sent to a customer, by emailing from within Sales PDF Productivity Pack. Integrate document management into SharePoint fo fast document searching and retrieval. Find documents sent to clients quickly and easily through the configurable direct subject option. Implement your Microsoft Dynamics Sales PDF Productivity Pack for Quotes, Orders and Invoices as a cost effective solution. PDF Productivity Pack for Microsoft Dynamics CRM Workgroup Edition £349.00 for an unlimited user licence. PDF Productivity Pack for Microsoft Dynamics CRM Professional Edition £499.00 for an unlimited user licence. PDF Productivity Pack for Microsoft Dynamics CRM Enterprise Edition £549.00 for an unlimited user licence. Service provider licensing options available on request.
To request more information or a free trial to see Microsoft Dynamics Sales PDF Productivity Pack that include Quote to PDF, Order to PDF and Invoice to PDF functionality in action complete our contact form here.
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