Excel Integration Planfix CRM and Project Management System

Excel Integration

Multiply your opportunities to work with spreadsheets in Planfix! Edit documents, synchronize them with no data loss, collaborate with your teams, and boost productivity!

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Integration with Excel — Excel Integration

Integration with Excel

Use CRM Excel integration to create ready-to-use spreadsheets quickly! Effortlessly transfer data from task fields and data tags in Planfix to Excel documents.

Ready-made Templates — Excel Integration

Ready-made Templates

Forget about manually recreating similar spreadsheets, invoices, quotes, or estimates. Create templates and generate documents with a single click!

Easy Integration — Excel Integration

Easy Integration

No need to get help from IT to install this integration. With our no-code setup, you just upload the document, authorize it, and start working!

Auto-fill Data — Excel Integration

Auto-fill Data

Automatically populate tables with data when creating a document. Just add variables to the template, then let the automation take over.

Familiar Tool — Excel Integration

Familiar Tool

No need to re-skill on a new service or train your team! Use a familiar tool and work comfortably and with ease.

Looking to improve your document flow?

Integrate Word with Planfix for enhanced text document handling. To utilize different file types and documents, integrate Microsoft 365 to fulfill all your needs!

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Improve your spreadsheet management and task management with Excel in Planfix. Use our integration with Excel to work more efficiently, quickly, and conveniently!
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