Pipeline Sales Document Template Helper
System Requirements
Make sure your system meets the following requirements:
- MS Word 2016 or later
- OS: Windows 7 or later
Usage
- Access the add-in by clicking the Pipeline Sales Button button in the task pane.
- Search field tags through the search box. (You may also filter the tags using the filter dropdown field.)
- Click on the field tag button and select a format to add it to the document.template
Full list of tags
Aside from our Pipeline Sales Document Template Helper add-in, you may also create a document template through our complete list of field tags available for copying.
See https://ps.pipelinebt.app/document-template-tags for a full list of tags.
Questions
For inquiries email: specitup.support@strongtie.com