AutomationCRMDexterous FeaturesDocument AutomationIntegration

Merging Data

Merge Data Into Microsoft

At Dexterous we are always trying to find new ways to improve efficiency for our clients. One of the biggest request so far was the ability to automatically generate word documents and merge any data either directly from the Dexterous CRM, or an external source.

So the highly talented team at Dexterous put their heads together and created Dexterous Documents. This latest feature gives you the ability to upload a Microsoft Word document template into Dexterous and feed any data that you have captured in the CRM. You can then print, email or store this document directly from Dexterous. No more double handling, no more copying and pasting information.

This means your document keeps its structure and you don’t get any formatting issues that are common with online document builders.

However, from here we have actually taken it one step further. What happens if you would like to merge data into your word document that is not stored in Dexterous? Well, we solved that issue as well. You may want to prepare a proposal document for your client and also pull through some company information directly from XERO. Yep, you can do that also.

If you would like a demo of this amazing new feature please feel free to contact us.

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