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Pipeliner CRM Templates for Sheets icon
CRM & Sales Tools

Pipeliner CRM Templates for Sheets

By Pipelinersales Inc.
1.3K+ installations
1.8(5 reviews)

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About this addon

For those frequently used documents, you can now leverage Pipeliner CRM Google Sheets Add-On Templates to populate them with the data straight from Pipeliner CRM. CREATE COMPANY BASED TEMPLATES Using a simple step-by-step guide, you can create a company based Google Sheets templates (e.g. business contracts, sales proposals or project outlines) and link the fields from Pipeliner CRM lead, opportunity, account or contact records to their placeholders in those documents. POPULATE TEMPLATES WITH PIPELINER CRM DATA After you create document templates with the Pipeliner CRM fields placeholders, your users can easily use this document to populate it with the data from, for example, a contact in Pipeliner CRM such as email address, phone number, street address or any other field that you use in Pipeliner CRM. This applies to all main Pipeliner CRM record types; Leads, Contacts, Opportunities and Accounts. SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR PIPELINER CRM At the end of the process, you can store the populated documents in your company Google drive folders, link it to the records in Pipeliner CRM or save them as PDF file to your local computer. Pipeliner CRM Google Sheets Add-On for Document Templates requires a subscription to Pipeliner CRM, and is seamlessly integrated with Pipeliner CRM Starter, Business and Enterprise versions.

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