Dynamics PDF-Docs is an upgrade on our successful Dynamics PDF add-on for CRM. Dynamics PDF-Docs can PDF Word documents generated in CRM and, in one click, attach them to Notes or send them as PDF in Email attachment.
Dynamics PDF-Docs can be triggered as a workflow. With Dynamics PDF-Docs users can schedule a workflow to email Word document generated in CRM 2016 as an attachment to an Email. Such document can be a Word based reports, price quotation or an invoice.
Unfortunately, Microsoft does not provide the expected Word Documents most commonly needed in CRM, so we have decided to design them and offer free of charge download of Invoice, Quote, Order, Opportunity & Case Word Template. These templates together with Dynamics PDF-Docs save users’ time to PDF a document or automatically create PDF reports as attachment to email, with Workflow.