CRM: Configurable Offer - Word Templates
- Shekar Kadaba
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Version 9.7.0.0
The Configurable Offer - Word Templates feature empowers business users with effortless modification capabilities. With a user-friendly interface, business users can easily tailor and customize Word Templates, ensuring flexibility and adaptability to specific needs without the need for extensive technical expertise. This feature streamlines document creation, enhancing efficiency and allowing organizations to create personalized and professional materials within their CRM system.
Configurable Offer - Word Templates
- Upon setting up the document structure in the SharePoint library 'Program Application Documents', business users can modify out-of-the-box (OOTB) templates and have them deployed up the environment, i.e., from Dev to Test to Prod.
- Users can easily replicate the OOTB templates and create their own versions for use
- greymatter version 9.7 will provide the following OOTB Word Templates:
- Program Application - Letter of Admission (LOA)
- Program Application - Denial
- Program Application - LOA Graduate
- Program Application Deferral - Accepted
- Program Application Deferral - Denial
- Program Application Deferral - Accepted Graduate