Hi Community!
Our customer is generating documents in their old CRM system in an interactive way.
This means they can merge the data from the CRM with the report template into a Word document, then edit that document in Word and save the final result to CRM as PDF.
As far as I know, this is not possible in Creatio 8, but is very important for the customer!
Is there any way to achieve this goal? I searched the marketplace but haven't found a proper solution.
Thanks,
Robert
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Hello,
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
However, we understand that this is not ideal for your specific needs.
Halyna Parkhomenko writes:
Hello,
Unfortunately, there is no such option at the moment.
However, we understand that this is not ideal for your specific needs.
We want to assure you that we have created a request for our development team to implement this functionality in future versions of our application. We understand the importance of providing our clients with the best possible experience and will work hard to implement the changes you have suggested.
Thank you again for bringing this to our attention, and please do not hesitate to reach out if you have any further questions or concerns.
However, we understand that this is not ideal for your specific needs.
Thanks for the info! Is there an ETA on when the feature might be available? Also something like "not in the next x versions" would already be of help!
Thanks,
Robert
Robert Pordes,
Unfortunately, there is no ETA at the moment, but we have increased the priority of this implementation with your case.
Have a great day!
Best,
Alina