Pipeliner CRM Templates 13 CRX for Google Sheets
A Free Business Tools Add-on
Published By www.pipelinersales.com
Pipeliner CRM Templates (pofmkgeoflpklpchfjbnkacmoiclhboj): Populate your contracts, sales quotes or any other documents with the data from Pipeliner CRM.... Read More > or Download Now >
Pipeliner CRM Templates for Google Sheets
Tech Specs
- • Type: Google Sheets Add-on
- • Latest Version: 13
- • Price: Freeware
- • Offline: No
- • Developer: www.pipelinersales.com
User Reviews
- • Rating Average
- 2.14 out of 5
- • Rating Users
- 7
Download Count
- • Total Downloads
- 39
- • Current Version Downloads
- 2
- • Updated: December 5, 2019
Pipeliner CRM Templates is a free Business Tools Add-on for Google Sheets. You could download the latest version crx file or old version crx files and install it.
More About Pipeliner CRM Templates
For those frequently used documents, you can now leverage Pipeliner CRM Google Sheets Add-On Templates to populate them with the data straight from Pipeliner CRM.
CREATE COMPANY BASED TEMPLATES
Using a simple step-by-step guide, you can create a company based Google Sheets templates (e.g. business contracts, sales proposals or project outlines) and link the fields from Pipeliner CRM lead, opportunity, account or contact records to their placeholders in those documents.
POPULATE TEMPLATES WITH PIPELINER CRM DATA
After you create document templates with the Pipeliner CRM fields placeholders, your users can easily use this document to populate it with the data from, for example, a contact in Pipeliner CRM such as email address, phone number, street address or any other field that you use in Pipeliner CRM. This applies to all main Pipeliner CRM record types; Leads, Contacts, Opportunities and Accounts.
SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR PIPELINER CRM
At the end of the process, you can store the populated documents in your company Google drive folders, link it to the records in Pipeliner CRM or save them as PDF file to your local computer.
Pipeliner CRM Google Sheets Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.
CREATE COMPANY BASED TEMPLATES
Using a simple step-by-step guide, you can create a company based Google Sheets templates (e.g. business contracts, sales proposals or project outlines) and link the fields from Pipeliner CRM lead, opportunity, account or contact records to their placeholders in those documents.
POPULATE TEMPLATES WITH PIPELINER CRM DATA
After you create document templates with the Pipeliner CRM fields placeholders, your users can easily use this document to populate it with the data from, for example, a contact in Pipeliner CRM such as email address, phone number, street address or any other field that you use in Pipeliner CRM. This applies to all main Pipeliner CRM record types; Leads, Contacts, Opportunities and Accounts.
SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR PIPELINER CRM
At the end of the process, you can store the populated documents in your company Google drive folders, link it to the records in Pipeliner CRM or save them as PDF file to your local computer.
Pipeliner CRM Google Sheets Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.
