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.
Forget about manually recreating similar spreadsheets, invoices, quotes, or estimates. Create templates and generate documents with a single click!
Automatically populate tables with data when creating a document. Just add variables to the template, then let the automation take over.
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!See all integrations