Automatic assembly
Bring several documents together into a single file, with no manual handling.
CRM module
Document merging
Automatically assemble several documents into a single file.
The module
Document merging
Automatically assemble several documents into a single file.
The Document merging module lets you gather several documents from your CRM into a single file, ready to be sent or archived. You save time putting your customer packs together and guarantee complete, consistent deliverables, with no tedious handling.
Key points
What this module brings you
A module designed to fit naturally into your CRM and your business processes.
Complete packs
Build consistent, ready-to-send customer packs in a matter of moments.
Time saved
Avoid copy-pasting and time-consuming manual assembly work.
Centralised documents
Your files stay attached to the relevant record for simple tracking.
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