How to Easily Send a Document as a PDF in eWay-CRM

Tips
Martin Štefko
Published 19. 5. 2020

DID YOU KNOW...

...That in eWay-CRM you can easily send a document as a PDF? Just click on the new Send as PDF button. It is available in all modules where you have templates for the import of items into Microsoft Word.


For more advanced tips, go to our Knowledge Base.

Because with eWay-CRM 6.0 you will get BACK IN THE SADDLE!

 

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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table