Extracting
CRM data for documents such as Account summaries, Quotes, Orders, Invoices, and
product sheets was a tedious process, till recently.
But
now, Users can easily generate a document from CRM using pre-defined Word and
Excel templates, in just one click. Managers can manage the pre-defined
templates and using a wizard like flow build custom templates in Word or Excel.
Watch this video to see how this works!
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