Quickbix Documents Suite 2011 - New release!
Our goal is to give you a brand new experience of document management and collaboration in Microsoft Dynamics CRM 2011. The new version of Quickbix Documents Suite is designed to seamlessly interact with your new Microsoft Dynamics CRM 2011 deployment, SharePoint and Microsoft Office.
By using world leading technologies we support all types of deployments of Microsoft Dynamics CRM as Online, Hosted, On-premise as well as IFD. We also support the CRM client for Outlook!
Easy template creation and handling all inside CRM and seamlessly integrated with Microsoft Office. Document storage in CRM or in Microsoft SharePoint!
Features
One-click technology to create…
- Word, Excel or PowerPoint* documents
- PFD’s to save or attached to an activity
- E-mails, Letters and other standard activities
- Multi-select technology to create…
- Campaigns and newsletters
- Anywhere-creative technology to…
- Create documents from anywhere in CRM
- Save attachments from Outlook*
- Upload files from within Windows Explorer*
- Multi-entities technology to…
- Join data from multiple related entities
- Handle recurrent data like order-lines, pricelist items etc.
- Sum and make calculations
Technical features
- Supports all CRM 2011 deployments
- Online
- Hosted
- On-premise including IFD
- Multi language support
- For user interface and included CRM customizations
- MS Office 2007 and 2010 integration
- Create documents in Word, Excel or PowerPoint*
- Save attachments from e-mails in Outlook*
- Easy setup inside Microsoft CRM
- Quick setup using Microsoft CRM solutions
- Handle document templates inside CRM
- Document storage in SharePoint
- MOSS and WSS support
- Native CRM and SharePoint integration
- Quickbix metadata scenario
- Document storage in CRM
- Store as note attachments
New features will be implemented in future releases. *) PowerPoint support will be included in future releases as well as upload functionallity for Outlook and Windows Explorer.
Download
Quickbix Documents Suite 2011 - Server and client setup
Try & buy version for Microsoft Dynamics CRM 2011 - Includes setup files and documentation.
Quickbix Documents Suite 2011 - Client setup
Latest version for Microsoft Dynamics CRM 2011 client only setup (server solution required).
Developed for Microsoft Dynamics CRM 2011
Quickbix Documents Suite 8 for Dynamics CRM 4.0
Quickbix Documents Suite enables you to generate professional business critical documents directly from the menu in Dynamics CRM to Microsoft Word, Excel or Powerpoint. From your Office menu, you then send them as PDF files in an email and in the same process automatically save them for easy access to your entire organization.
Forget all 100+ clicks mail merge solutions, this is instant business logics!
If the document doesn't require editing, you send them directly as a PDF without opening your Office application. No hassle.
All documents will be securely stored and easy accessed in Microsoft CRM using either a totally integrated Sharepoint Document Library with a Metadata approach or as a Note attachment.
Features
- Create any business document and send it to the Customer as a PDF in just one click!
- Save the document to an integrated Sharepoint Library directly from the Office menu!
- Find all customer documents in a Sharepoint overview directly on the Account form!
- Making customer documents available to your entire organization through Sharepoint!
- All Salespersons in the organization uses the same professional templates!
Pricing and licenses
Life-time license for Quickbix Documents Suite 8. Annual service and support fee including upgrades to future versions:
| License model | Price / user | Minimum qty. | Service and support fee / user |
| CRM users model | $ 60.00 | 1 | $12.00 (annual) |
| One license for each activated CRM user account. | |||
Download
Quickbix Documents Suite 8
Try & buy version for Microsoft Dynamics CRM 4.0 - Includes setup files and complete documentation.
Developed for Microsoft Dynamics CRM 4.0
