Pipeline Sales Document Template Helper

System Requirements

Make sure your system meets the following requirements:

• Word 2016 or later on Windows
  
• Word 2016 or later on Mac
• Word 2019 or later on Windows
• Word 2019 or later on Mac
• Word on the web
• Word on Mac (Microsoft 365)
• Word on Windows (Microsoft 365)

Usage

1. Access the add-in by clicking the Pipeline Sales Button button in the task pane.
2. Search field tags through the search box. (You may also filter the tags using the filter dropdown field.)
3. 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