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- Our products is distributed and sold online. Your are welcome do download and test all products before buying.
- Full email support is included in the price.
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| Quickbix Documents Suite -2008
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Forget the 100-click mail merge solution shipped
with Microsoft CRM.
Quickbix Documents Suite -2008 enables you to
generate quotes, orders, letters and any other type
of document from all entities in Microsoft CRM!
 Generate and open Quotes, Orders, Letters...
yes, all kinds of documents.
Save it back to Microsoft CRM and optionally
create and open an e-mail activity with your
document attached as a PDF file.
Easy to install and administrate.
Competitive pricing with support included
New technology
Quickbix Documents Suite -2008 uses OpenXML
technology to generate Office documents.
We have gone out of our way to make it easy but still
flexible for you to manage your templates.
The only skill needed is to know where your data sits
in Microsoft CRM. Read more in the Administrator
Guide available in the download package.
Listen to one of our Partners...
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Developed for:
Microsoft CRM 4.0
Office -2007
Price: $995.00
(full email support included)
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Columbus IT, a Microsoft Gold Certified Partner, operates in 30 countries,
1100 employees, has made the decision to use Documents Suite -2008
in all their new Crm projects. Hear what they have to say…
 Columbus IT
- “Quickbix Documents Suite works exactly as you would expect
when working with documents and templates in MSCRM.
The number of clicks and time spent is reduced to a minimum”.
- “The existing MSCRM mailmerge solution requires 15 clicks
to generate a Quote. We have used both C360 and MSCRM Addon
and both are hopeless to work with, especially when you want
information from several entities like quote lines and order lines”.
- “Our customers are impressed and very satisfied with
the functionality we can present. Good value for their money!”.
- “Works on all entities in MSCRM and also, we think it’s fun to work with!”
- “Save in CRM and sending the PDF document is very swift and solved
in an elegant way. You make good use of the standard functionality
together with fast document management!”
Easy to use...
1. Inside Microsoft CRM, push "Quick Open in Word -2007" button
2. Select your template
3. Now you can edit your generated document in Word -2007.
4. When finished, press "Save in CRM" button...
In the Save dialog, you can optionally create & open an e-mail activity
with your document attached as a PDF.
DONE! In just a few steps you have created an Office document,
saved it in Microsoft CRM, e-mailed it to your customer as a PDF
and documented this as an e-mail activity!
Screenshot of the easy document lifecycle in Microsoft CRM..
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