Template to PDF

Template to PDF

Template to PDF is very easy-to-use and can be configured on all important CRM System and Custom Entities. With few clicks, a CRM user will be able to download target entity document templates into PDF files or may choose to send those PDF files as attachments in emails to targeted customers. With such an arrangement mission critical business activities can be accomplished in less span of time.

Template to PDF
For Microsoft Dynamics 365 / CRM

Overview

Template to PDF is on demand D365/CRM add-on that helps CRM users in easy conversion of document templates to globally accepted file format, i.e PDF.

Template to PDF is very easy-to-use and can be configured on all important CRM System and Custom Entities. With few clicks, a CRM user will be able to download target entity document templates into PDF files or may choose to send those PDF files as attachments in emails to targeted customers. With such an arrangement mission critical business activities can be accomplished in less span of time.

Advantages & Benefits
  • Easy-to-use
  • Affordable
  • Configurable on all important System & Custom Entities
  • One click conversion of document templates to PDF files
  • Attach document templates as PDF files in emails with a single click
  • Auto-send emails with PDF attachments using a workflow
  • Save significant time and effort by eliminating complex process of generating PDF files from document templates.

1st year maintenance included with Email-Based Or Live Web-Based Installation, User Support and One Hour of 24/5 Implementation Support. 25% Annual Maintenance Fee for future feature editions, upgrades and support.

Partner NFR program, OEM, and custom development available from MTC to support unique needs

Screenshots
 Template to PDF Screenshots Template to PDF Screenshots
Pricing & Ordering

$999.00

Base per CRM Organization

$0.00

Per CRM Licenced/Enabled User

Documentation
Download and License
Trial or production license request:
License Email Sales Help
Note - Unzip Downloaded file before upload to CRM
Full info - Company email signature pane identifying requester and company is required to receive license
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MTC's CRM product licensing includes at no-charge a maximum of 2 non-production instance of CRM for the purposes of Development and Staging/Test. Provide these additional CRM Organization names by email to SalesTeam@mtccrm.com

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