Accelerator‘s Mail Merge feature allows users to edit documents on the fly – without having to download and then re-upload the edited document.
This works for Word and PDF documents. Also, when saving your document you can:
- Re-label the document type
- Re-label the document name
- Define the communication Action type (ie letter out or otherwise)
- Add a description to the document and communication record being created
- Attach the modified document to an outbound email
Additional information related to Accelerator is found on this page of the My CRM Manager website.
Unfortunately, this function does not work for Quote or Order templates generated from Sage CRM.