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

Increase sales productivity for MSCRM by having a simple and easy to use option for CRM sales document creation

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.
• 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

PDF to Email

PDF to Sharepoint

PDF to Contrcat