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

 

  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