You have entered all your data into CRM On Demand, but how do you get it into a document? Do you have to re-type it in Word? How long does it take you to create a Quote?
The core module of the MODify suite allows users to create documents in DOCX and PDF formats in seconds, using data merged from any object in CRMOD, including any child objects needed.
To the right, we have listed some examples. Take a look to see what you can do. The sky is the limit here. Logos, tables and proprietary fonts are all available to give you the corporate image you need.
With the Template Manager admin users can add, delete, and modify templates on-the-fly. As always, if you need assistance with your templates, the Merge On Demand staff is always available at no additional charge.
Benefits:
- Fast results
- Merge data from any object in CRMOD, including child objects
- Constant corporate image
- Precise formatting
- Template Manger