AutoMerge

AutoMerge for MS CRM 4.0

Generate or print documents and send emails automatically triggered from a workflow.

This documents can be filled with static data and/or dynamic data from the based workflow entity and additionally you can also use related data.
All features regarding template generation available in Documents Core Pack, are available in the AutoMerge Add-On as well.

Possibilities

Generation of documents with the template specified in the Workflow
Generate documents and create activities(letter,email,fax)
Send emails with dynamic data automatically when you generate/modify a contact,lead,.. custom entity
Send doucments, like quotes or invoices as PDF-file by using the "Send as PDF"-functionality
it's possible to run VB-code(macros) which e.g allows to print or protect the generated document

Configuration
AutoMerge can be easily configured and started via the MS CRM Workflows. Therefore it's possible to automate DocumentsCorePack-functionalities, whenever a new contact/account or lead has been created/deleted.

Activity-Parameters, like activity type(email,letter,fax),direction can be configured in the Document-Properties of each template.

Automation
Basically all functionalities of the DocumentsCorePack- client can be automated.

Technical Conditions:

Mandatory:

MS CRM 4.0
MS Word XP/2003/2007

When used in combination with Documents CorePack, a DCP client version 4.42 or higher is required .

Recommended:

Virtual PC that runs AutoMerge

Licensing

	"Normal" license			"per User" license
Product	Price	Amount (minimum)	Support & Maintenance per year /license	Price	amount (minimum)	Support & Maintenance per year/license
AM Small (1 - 20 User)	1.000€	*1	200€
AM Medium (21 - 100 User)	2.500€	*1	500€
AM Enterprise (100+ User)	4.000€	*1	800€
AM Upgrade Small-Medium	1.500€
AM Upgrade Medium-Enterpr.	1.500€

"Normal" license(*1): Requires as many licenses as there are active users in CRM:
"Per User" license: If you do not want to purchase a license for all your users you should take the per user model. The limitation you have with this model is that you have to purchase initially at least 10 licenses.