Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
PDFMonkey is an app that automates PDF generation, provides a dashboard to manage templates, and provides a simple API to generate documents.PDFMonkey Integrations
PDFMonkey + Google DriveSave new PDF files created in PDFMonkey directly to Google Drive Read More...
Zoho Invoice + PDFMonkeyCreate documents in PDFMonkey for new Zoho Invoices Read More...
Airtable + PDFMonkeyCreate a PDF document in PDFMonkey for every new Airtable record Read More...
Shopify + PDFMonkeyCreate a PDF file in PDFMonkey for every new Shopify order Read More...
It's easy to connect Odoo CRM + PDFMonkey without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a document's generation is complete and successful.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Find a document in PDFMonkey.
Generate a new document
Odoo is a comprehensive suite of business applications, which are highly customizable. Odoo is an open source ERP system which includes applications ranging from financial management to sales and marketing, warehouse and inventory, human resources, project management, e-commerce, and others. PDFMonkey is a web top which allows users to create PDF files from scratch. It is not necessary to install any software or plugin in the browser.
Integration of Odoo CRM and PDFMonkey provides considerable benefits to the users. One of the main benefits is that it saves time. Using this integration, the users can create documents in multiple formats using the same document template. It means that with one click they can create a document in PDF format, as well as a Word file or a PowerPoint version of the same document. Thus they save time, because they have to work only once on the document template before creating multiple versions of the same document. The second benefit is that users can work more effectively. Now they do not have to move back and forth between different programs (Word, Excel, PowerPoint. They can all be done from one program – Odoo CRM. When working with Odoo integrated with PDFMonkey, users will be able to integrate data from any application (examples. contacts from Odoo CRM can be added to the import document template. and export data into multiple formats. A third benefit of integration of Odoo CRM and PDFMonkey is increased security. Now users do not have to worry about the safety of their important information. All the data will be secured because it will be encrypted before being exported into a PDF format and no one will be able to access or change it. Another benefit is that now users can quickly view and edit the document templates created by them or by other users without leaving their CRM system.
Integration of Odoo CRM with PDFMonkey is very useful especially for business managers who have to deal with many clients and projects. By using Odoo CRM and PDFMonkey integration they can work more efficiently without wasting their time on data entry because all the info will be automatically imported into the document template.
The process to integrate Odoo CRM and PDFMonkey may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.