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.
- 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