UDS Advanced Documents Management

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Add-On functionality includes:

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Document Management

  • Generate documents templates directly from MS CRM forms
  • Download generated documents templates in Word and PDF format
  • Create workflows to generate documents
  • Automatic signature generation based on DocuSign

Emails Management

  • Send email templates from MS CRM forms
  • Add generated documents templates to the email templates
  • Automatic schedule for email sendings and attachment generation

Printing

  • Bulk printing of the generated documents templates, attached to the MS CRM forms

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1. You fill the contact form
2. Within 24 hours our specialist will contact you to clarify the details about the purchase
3. When details are agreed, we install and configure an addon inside your CRM environment
4. You test an add-on and confirm it’s operability
5. We send you an invoice and you make a payment ” btn_size=”block” btn_bg_color=”#388fc9″ btn_txt_color=”#ffffff” btn_text=”Make an Add-on order”][contact-form-7 id=”6324″ title=”UDS Advanced Documents Management”][/ultimate_modal][us_separator size=”small” color=”primary”][vc_column_text]

Supported platforms:

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CRM 2015 up to CRM 2016 – Online, On-Premise and Hosted (IFD)

[/vc_column_text][us_separator type=”invisible” size=”small”][us_iconbox icon=”fa-clock-o” iconpos=”left” size=”large” title=”Delivery terms”]3-4 weeks[/us_iconbox][/vc_column][/vc_row][vc_row content_placement=”top” height=”small” color_scheme=”secondary”][vc_column][vc_column_text]

You may also check for other services

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