Transform Your Document Generation with Mail Merge Reports for SuiteCRM

In today’s fast-paced business environment, efficient document generation is crucial to maintaining productivity and meeting client expectations. Discover Mail Merge Reports, the perfect solution for organizations using SuiteCRM seeking to generate documents across various formats without the need for additional software or plugins.

Seamless document generation in Microsoft Word and Excel formats

Create Documents Effortlessly

Mail Merge Reports supports a wide array of document formats including docx, xlsx (MS Office), odt, ods (LibreOffice/OpenOffice), and pdf. This flexibility allows organizations to streamline processes by creating templates once and using them across different modules and subpanels in SuiteCRM.

Seamless Integration with SuiteCRM

With Mail Merge Reports integrated into your SuiteCRM system, a new “Generate Document” action simplifies document creation directly from ListView and DetailView. This feature empowers users to produce professional documents quickly, using a selection of example templates available for the Opportunities module.

Automated and customized document template creation

Customize and Control Your Templates

Users can generate basic templates via the ‘Available variables list & Generate basic template’ menu and further customize them. With the ability to create calculated fields and select specific languages for formatting, Mail Merge Reports ensures that documents meet precise business requirements and regional standards.

Enhanced User Roles and Permissions

Secure your document generation process by controlling template access based on user roles. Define which document types users can generate, ensuring only authorized personnel can access sensitive information.

Control access and permissions for document templates

Additional Features for Advanced Document Needs

Merge images associated with Notes and Documents to enhance reports visually. Inline image merging from other modules is also possible through calculated fields, ensuring comprehensive document presentations.

For streamline communication, the ‘Attach to email’ and ‘Attach to Note’ functionalities allow documents to be instantly linked to new emails or notes, enhancing workflow efficiency.

Getting Started with Mail Merge Reports

The plugin is upgrade-safe from version 2.0 and compatible with all SuiteCRM versions—except for the SuiteCRM On-Demand. You can try the Basic Edition available on their GitHub repository to explore its capabilities.

For detailed guidance on features like calculated fields and language configuration, consult the Mail Merge Reports 2.5 User Guide included in the plugin package.

Conclusion

Mail Merge Reports offers transformative document generation capabilities for SuiteCRM users. By enabling document creation in preferred formats and integrating seamlessly with CRM modules, businesses can significantly enhance their operational efficiency and output quality.

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Contact us today to discuss your CRM extension needs and let us help you take your customer relationship management to the next level!

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