1 Click PDF

1 Click PDF is no longer under active support

You are welcome to trial the solution for 15 days. If it meets your specifics needs you can purchase it for a one time fee of $995.

For more information contact us at [email protected]

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Overview

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.

The trial version allows configuring up to 3 reports.

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