Hi Fellow CommitCRM Users and CommitCRM Tech Support Team!
For marketing, we want to be able to:
1. Navigate to an Account and create a marketing cover letter using a previously configured Word template, doing data field merge in the normal way. (This works fine.)
2. Add our (scanned?) sigs to the doc created and then 'print' the doc to PDF.
3. Add another 2 or 3 pages of PDF docs to the PDF created in steps #1 and #2 above; actual PDF docs to be attached will depend on certain characteristics of each Account.
4. Email this PDF doc, with the 2 or 3 additional PDF docs attached/merged.
We can't see any easy way to do this ALL inCommitCRM. Are we missing something?
Activity templates will help us with setting up reminders etc., but don't solve the underlying issue of how to create the PDF from Word doc and how to automate addition/merging in of the additional PDF docs.
And we saw in the Setup Guide a ref to "Documents batch email" (see it here under 2nd col header from left: here ) but are unable to find it in CommitCRM - though we can, from the Docs window, create an email with multiple docs attached, if they are preselected from Docs list. Perhaps this is what that batch comment refers to?
At this point, it now looks to us like we may have to select the Accounts in CommitCRM that we want to market to, then export their data, then do a Word batch mail-merge - to Word doc with sig block in already - with output set to 'print' to PDF, then manually add/merge the required PDF docs to each now-PDF'd marketing letter manually, then drag into CommitCRM on each Accounts doc tab, then email.
Phew, that is a lot of steps!
Any 'words from the wise' on a better way to do this, hopefully inside CommitCRM - or is there some 3rd party software that would handle this well for us?
TIA!
/dwv
For marketing, we want to be able to:
1. Navigate to an Account and create a marketing cover letter using a previously configured Word template, doing data field merge in the normal way. (This works fine.)
2. Add our (scanned?) sigs to the doc created and then 'print' the doc to PDF.
3. Add another 2 or 3 pages of PDF docs to the PDF created in steps #1 and #2 above; actual PDF docs to be attached will depend on certain characteristics of each Account.
4. Email this PDF doc, with the 2 or 3 additional PDF docs attached/merged.
We can't see any easy way to do this ALL inCommitCRM. Are we missing something?
Activity templates will help us with setting up reminders etc., but don't solve the underlying issue of how to create the PDF from Word doc and how to automate addition/merging in of the additional PDF docs.
And we saw in the Setup Guide a ref to "Documents batch email" (see it here under 2nd col header from left: here ) but are unable to find it in CommitCRM - though we can, from the Docs window, create an email with multiple docs attached, if they are preselected from Docs list. Perhaps this is what that batch comment refers to?
At this point, it now looks to us like we may have to select the Accounts in CommitCRM that we want to market to, then export their data, then do a Word batch mail-merge - to Word doc with sig block in already - with output set to 'print' to PDF, then manually add/merge the required PDF docs to each now-PDF'd marketing letter manually, then drag into CommitCRM on each Accounts doc tab, then email.
Phew, that is a lot of steps!
Any 'words from the wise' on a better way to do this, hopefully inside CommitCRM - or is there some 3rd party software that would handle this well for us?
TIA!
/dwv
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