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Word Add-in for Workbooks CRM

by Workbooks

Create Word Documents directly from Workbooks CRM

Make your sales team more productive by creating Word Documents directly from Workbooks CRM. The Workbooks Word Add-in allows you to create Microsoft Word documents directly from any Workbooks record with a single click.

Common use cases are the creation or letters, orders, invoices, credit notes and supplier purchase orders.

The Word Add-in can only be used in conjunction with a Workbooks CRM Licence. You can purchase a Workbooks Licence by visiting the Workbooks website at: www.workbooks.com

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

https://store-images.s-microsoft.com/image/apps.23594.04c44f38-4160-49bc-8fd5-afe1508637f9.2bdbe7cc-cf07-4de9-9877-649a9ee2a6fd.24b0c030-ec3c-46d5-889c-aec1afc11c55.png
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https://store-images.s-microsoft.com/image/apps.23594.04c44f38-4160-49bc-8fd5-afe1508637f9.2bdbe7cc-cf07-4de9-9877-649a9ee2a6fd.24b0c030-ec3c-46d5-889c-aec1afc11c55.png
https://store-images.s-microsoft.com/image/apps.48866.04c44f38-4160-49bc-8fd5-afe1508637f9.2bdbe7cc-cf07-4de9-9877-649a9ee2a6fd.f43e48df-d275-4893-9cab-094dc16943e6.png