Document Creation with Microsoft Dynamics CRM

Create all relevant documents such as offers, order confirmations
and invoices with awisto’s OfficeIntegration.

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awisto OfficeIntegration

Your company creates countless documents on a daily basis? To you, writing serial letters is a tedious task? Then this is the perfect solution for you: Create Word and PDF documents with a single click of your mouse! awisto’s OfficeIntegration creates all relevant documents such as offers, order confirmations and invoices quickly and easily with your current corporate design. Your documents may contain any number of data from the CRM and can be linked to all kinds of objects. Additionally, documents can be processed directly as notes or email attachments. Make the most out of your daily correspondence.

Your advantage

  • Configuration of security privileges
  • Archiving documents as notes
  • Mass creation of documents, e. g. billing run
  • Quick creation of templates by the professional user
  • Simplify complexity: by just creating a “new document”
  • All functions and areas can also be used offline


Questions?

Our Sales Manager Tobias Heck is here to answer all your questions.

Feel free to call us or send an email by filling out the contact form.

Contact us now