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1-Click PDF - Microsoft Dynamics CRM - Dynamics 365 - Annual Subscription

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Price:   $299.00   
Dev-Test:

User Tier: 


IOTAP’s 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click. Example, generating quotes, orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc in a single click.
 

IOTAP’s 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click.

Sample usage scenarios: generating quotes (quote template can be created as CRM report), orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc.

Features

  • Easy configuration and setup
  • Document formats supported: PDF, word, excel
  • Runs from form as well as grid
  • Can run on single as well as multiple records (when running from CRM grid)
  • Ability to save the document directly to notes
  • Ability to save the document locally
  • Ability to populate the document in a new email – ready to send
  • 3 Free report templates(Quotation, Account Overview and Contact Overview report) to get you started
To download the trial version click here.

Our CRM add-Ons are licensed by unique org-name and if you are looking to install the Add-on on additional environments like Dev or Test you can purchase an additional license at a discounted price of only $199 PER environment.

Active CRM Users

Annual Subscription

1-24

$299

25-49

$499

50-99

$699

100-249

$899

250+ user pls email sales@iotap.com

Test Instance for the same Org

$199

 

 


 

IOTAP’s 1-Click PDF is a productivity solution for Microsoft Dynamics CRM that converts reports to PDF, Word or Excel documents in just 1-Click.

Sample usage scenarios: generating quotes (quote template can be created as CRM report), orders, invoices, mail-merge, account summary, contact profile, work orders, report & charts etc.

Features

  • Easy configuration and setup
  • Document formats supported: PDF, word, excel
  • Runs from form as well as grid
  • Can run on single as well as multiple records (when running from CRM grid)
  • Ability to save the document directly to notes
  • Ability to save the document locally
  • Ability to populate the document in a new email – ready to send
  • 3 Free report templates(Quotation, Account Overview and Contact Overview report) to get you started