InstaText
InstaText, built for Microsoft Word, suggests improvements to clarity, sentence flow, and word choice in your text.
InstaText d.o.o.Price not published
Pipeliner Templates
by Pipelinersales Inc.Microsoft 365Price not published
Maps Pipeliner CRM fields into Microsoft Word or Excel templates.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Maps fields from Pipeliner CRM to Word or Excel templates. Word templates can be populated from Pipeliner fields to generate documents such as quotes, sales proposals, and invoices. Templates can be attached to contacts, accounts, opportunities, or sales leads. A Pipeliner account is required.
Key capabilities
from the Microsoft Marketplace listingField mapping
Maps fields from Pipeliner CRM to Microsoft Word or Excel templates.
Word auto-population
Populates Microsoft Word document templates with fields from Pipeliner CRM.
Document generation
Generates quotes, sales proposals, invoices, and other documents from Word templates.
Template attachments
Attaches Microsoft Word document templates to contacts, accounts, opportunities, or sales leads.
Use cases
- Generating a quote from a Microsoft Word template using Pipeliner CRM fields.
- Creating a sales proposal or invoice from a Word document template.
- Attaching a Word template to a contact, account, opportunity, or sales lead.
In the catalog
39 plugins in Word · Sales
Price distribution: 3 free, 1 freemium, 11 paid, 24 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Word
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«The Pipeliner Office Add-In contains a feature called Pipeliner Template Builder. Pipeliner Template Builder allows you to map any field from Pipeliner to your Word or Excel templates. Specifically for Word, Pipeliner Template Builder allows you to auto-populate Microsoft Word Document Templates from any field within …»