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Through the course of this webinar we will show how to Prepare a professional email template, Prepare a professional invoice to be send as pdf and Setup automated payment-confirmations in Dynamics CRM workflows.
In this webinar, we showed how to create a document and attach it to an email in a single workflow-step with our powerful solution DocumentsCorePack in combination with e-Signing via DocuSign.
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This video focusses on how to simplify and speed up Microsoft Dynamics CRM environment by using our Add-ons.
Replicate and/or extract attachments to secure SharePoint locations or fileshares and retrieve documents easily from SharePoint - wherever you are!
Simplicity - thats what our recent updates to DocumentsCorePack for Microsoft Dynamics CRM have been focused on. Take a look how easy it is to create a PDF and send it to potential customer or our new possibility to trigger workflows from the document generation wizard.
Whether its sending an NDA, an SOW or a Contract, DocumentsCorePack allows to combine creation of contracts and the colleciton of eSingatures in one simple process.