![]() ![]() You can preview templates and edit them directly within the “Use Template” screen. ![]() You launch the template from the Documents tab of a record in Pipeliner and the add-in lets you save the completed file directly back to the Documents tab. You might create a letter or form template using Word or order or quote templates using Excel. The Pipeliner Templates add-in for Microsoft Office 365 Word and Excel allows you to embed Pipeliner fields within templates and then pull in the data from Pipeliner to complete the template outputting the result to Word, Excel or PDF. ![]() Using a saved template from inside Pipeliner Select the Entity to use for your TemplateĮxample of creating a Quote Template using Word How to enable the Office 365 Pipeliner Templates add-in ![]()
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