In today’s fast-paced business environment, the ability to generate accurate and presentation-ready documents swiftly is crucial. Enter the Mail Merge Reports add-on for SuiteCRM, developed by Izertis. This powerful add-on aids organizations in generating documents without having MS Office or other plugins installed. Let’s delve into the features and advantages of leveraging Mail Merge Reports for your document needs.
Seamless Document Creation Across Formats
Mail Merge Reports is designed to create documents in popular formats like DOCX, XLSX (MS Office Word and Excel), ODT, ODS (LibreOffice and OpenOffice), and PDFs. This versatility ensures that your reports and documents meet the compatibility and presentation standards expected by stakeholders, clients, and team members alike.
Efficiently Generate Documents from Any Module
From Opportunities to custom modules, Mail Merge Reports offers a “Generate Document” action in ListView and DetailView, facilitating document creation directly from your SuiteCRM records. Additionally, it provides a comprehensive setup by installing example files for the Opportunities module, making it easier to grasp its capabilities.
Customization and Flexibility with Templates
Creating a tailored document is as simple as selecting the module and fields required to draft a basic template. Users can then modify these templates to suit specific needs, including calculated fields for dates and numbers, thanks to the add-on’s capability to create such fields from scratch.
Multi-Language Reporting
Catering to a global audience or team? No worries! Mail Merge Reports supports multiple language configurations, allowing you to format documents with specific regional settings for numbers, dates, and boolean fields. Whether you need English, Spanish, French, or other language formats, your document’s accuracy and localization are assured.
Advanced Features and User Access Control
Grant or restrict access to templates and document generation options through role-based permissions. Users can now generate documents directly attached to emails or notes, enhancing workflow integration and efficiency. Furthermore, an intuitive Admin interface allows for defining which modules integrate with the add-on.
Future-Ready and Constant Upgrades
Mail Merge Reports is upgrade-safe from version 2.0 onwards, ensuring compatibility with all SuiteCRM versions. While SuiteCRM On-Demand is presently unsupported, continuous improvements are made to enhance user experience and functionality.
For anyone interested in trying out Mail Merge Reports, the Basic Edition is accessible on GitHub for a hands-on experience without commitment.
Explore the easy and efficient way to transform your SuiteCRM data into polished documents that speak volumes about professionalism and organization. For further information or to test out the capabilities of Mail Merge Reports, visit the SuiteCRM Store.
Maximize your document generation workflow with Mail Merge Reports—and do so without the overhead of additional software dependencies. Embrace the simplest way to automate your document tasks and elevate your productivity.
