Word Integration Planfix CRM and Project Management System

Word Integration

Automatically populate Microsoft Word documents with data from Planfix data tags and task fields. Use this integration to create documents quickly and easily.

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Simple Integration — Word Integration

Simple Integration

Upload a ready-made Word document to Planfix — it's that easy! Setting up the integration is simple and straightforward. You don't need to transfer data, register, or perform any further actions.

Ready-made Templates — Word Integration

Ready-made Templates

Create documents with ready-made templates. Save time and avoid creating recurring documents from scratch.

Automated Data Population — Word Integration

Automated Data Population

When creating a document, use variables in your templates so that Planfix can automatically replace them when creating a document.

Familiar Tool — Word Integration

Familiar Tool

Write notes, edit, or view uploaded Word documents in a familiar interface directly in Planfix.

I need more tools!

Do you regularly work with spreadsheets? Integrate with Excel, use familiar tools, and become even more productive! Need the full power of Microsoft Office? Integrate Office 365 and other software tools.

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Use the Planfix integration with Word and enjoy an automated document workflow. Stop wasting hours on manual work and let CRM with MS Word automation do the chores!
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