Agile CRM + Docmosis
Create Docmosis documents for new deal milestone changes in Agile CRM
Enhance your CRM workflow with Agile CRM and automated document generation. Each time a new deal milestone is changed in Agile CRM, a corresponding document is automatically created using Docmosis.
Enhance your CRM workflow with Agile CRM and automated document generation. Each time a new deal milestone is changed in Agile CRM, a corresponding document is automatically created using Docmosis.
- When this happens...Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
- automatically do this!Generate a Document
Send data to the Docmosis Cloud service, that will be merged with a template, to generate a document.
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- 14 day trial for premium features & apps
About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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About Docmosis
Docmosis is a template-based document generation service. Create custom letters, contracts or reports, in PDF or DOCX formats, from MS Word templates.