One of the features we often implement for our clients is populating Word documents with the data from the CRM. This way, the Word document is efficiently customised for each of your customers. Having a document in Word format also allows users to edit and adjust it easily. Since this is often sent over email to your customer, the document is automatically converted to PDF just before it is sent.
Some use cases may include generating quotes or invoices. This way, you can swiftly go from a template, like the one below, to the PDF invoice with all the data filled in for you.
