Pipeliner CRM Templates

Pipeliner CRM Templates 13 CRX for Google Docs

A Free Business Tools Add-on

Published By www.pipelinersales.com

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Pipeliner CRM Templates (pggacgladmafmiohnjbbamdmpnhimbcb): Populate your contracts, sales quotes or any other documents with data from Pipeliner CRM.... Read More > or Download Now >

Pipeliner CRM Templates for Google Docs

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7.37 KB

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Tech Specs

  • • Type: Google Docs Add-on
  • • Latest Version: 13
  • • Price: Freeware
  • • Offline: No
  • • Developer: www.pipelinersales.com

User Reviews

  • 34 Votes, Average: 3.94 out of 5
  • • Rating Average
  • 3.94 out of 5
  • • Rating Users
  • 34

Download Count

  • • Total Downloads
  • 72
  • • Current Version Downloads
  • 14
  • • Updated: December 5, 2019

Pipeliner CRM Templates is a free Business Tools Add-on for Google Docs. You could download the latest version crx file or old version crx files and install it.

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More About Pipeliner CRM Templates

Pipeliner CRM Templates Screenshot Image
If you are sending the same document over and over again, you can use Pipeliner CRM Google Docs Add-On Templates to populate those documents with data from Pipeliner CRM.

CREATE COMPANY BASED TEMPLATES
With a simple step-by-step guide, you can create a company based Google Docs templates, for example for business contracts, sales proposals or project outlines, and link Pipeliner CRM lead, opportunity, account or contact fields into their placeholders in those documents.

POPULATE TEMPLATES WITH PIPELINER CRM DATA
After you create document templates with Pipeliner CRM fields placeholders, your users can easily use this document to populate it with data--for example Pipeliner CRM contact data such as an email address, phone number, street address or any other field you use in Pipeliner CRM. This applies to all main records types in Pipeliner CRM: leads, opportunities, accounts and contacts.

SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR PIPELINER CRM
At the end of the process, you can store populated documents in your company Google drive folders, link them to records in Pipeliner CRM, or save them as PDF files to your local computer for further work.

Pipeliner CRM Google Docs Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

Download Pipeliner CRM Templates 13

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