All documents can be created, uploaded, saved and stored in SpinOffice CRM and can be linked to one or multiple contacts or folders. It is even possible to open a document in SpinOffice; edit the document in MS Office Word/Excel; save and close the document; and SpinOffice uploads the latest version back into the application. As a result, every document is stored in the contacts’ archive and thus can be found easily. Keep in mind that documents will not be stored on your local disks but encrypted on our hosted servers.
Personalized document templates can be created and automatically filled with contact data from SpinOffice. Create your own invoice, address label or quotation template. This saves you time and minimizes the risk of errors. In the Limited version you have a number of standard templates at your disposal. The ability to use templates and mailmerge fields is also available when upgraded to SpinOffice Pro.