Generate PDF Documents from Dynamics 365 Word Templates - One Click
Dynamics 365 has Word templates that merge CRM data into documents - perfect for quotes, invoices, proposals, and contracts. The problem: Word output isn't ideal for customer delivery - formatting changes, recipients can edit. Template To PDF fixes this by auto-converting Word templates to PDF in one click. Email customers, attach to records, deliver polished branded documents - faster, safer, more professional.
Template to PDF
CRM Template to PDF Overview
Template To PDF for Microsoft Dynamics 365 closes a workflow gap in CRM document delivery. Out of the box, Dynamics 365 has powerful Word templates - merge customer data into a contract, quote, proposal, or invoice with one click. But Word output isn't always the right format for customer delivery: formatting can shift between Word versions, recipients can edit the document, and PDF is the universal business standard. Template To PDF auto-converts the Word output to PDF, so the document customers receive looks professional, can't be edited, and renders consistently everywhere.
Template To PDF works on any CRM entity - standard (Quote, Order, Invoice, Account, Contact) and custom entities you've built. Generated PDFs can be downloaded locally, emailed directly to customers from CRM (with the customer record context preserved), or attached to the related CRM record for audit trail. Pairs naturally with Report-to-PDF (which converts CRM Reports to PDF) for complete document delivery automation. Sales teams use it for branded quotes. Finance for invoices and statements. Professional services for client deliverables. Legal for contracts.
Features
Word Template to PDF
Convert Dynamics 365 Word templates (merged with CRM data) to PDF format with a single click.
Email Direct from CRM
Generated PDFs attach to CRM email automatically with customer context preserved. Send to customer in one motion.
Save as CRM Attachment
Store generated PDFs on the related CRM record - audit trail of every document sent to a customer.
Local Download
Standard local file save also supported for cases where you need the PDF on your computer or network drive.
Works on All Entities
Standard entities (Quote, Invoice, Order, Account, Contact) and any custom entity. Universal template-to-PDF conversion.
Preserves Branding
PDF output maintains the exact formatting, fonts, branding, and layout of the Word template. Customer-ready professional documents.
No Editable Output
Unlike Word delivery, PDF can't be edited by recipients. Quote prices stay the prices you sent. Contract terms stay the terms you specified.
Pairs with Report-to-PDF
Use Template To PDF for Word template documents (quotes, contracts). Use Report-to-PDF for CRM Reports (analytics, exports). Together: complete document delivery automation.
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$999.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
Template to PDF Flyer
1-page overview (PDF)
Template to PDF User Guide
Setup & usage guide (PDF)
Download and License
Template To PDF Solution
Managed Solution ZIP - Latest version
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
Bundle Template To PDF with your Dynamics 365 vertical solution - especially for industries with heavy customer document delivery: financial services, legal, professional services, real estate.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor PDF templates with watermarks, digital signatures, custom branding, multi-template approvals, or industry-specific compliance formatting.
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
- Automate complex workflows.
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- Support modern service delivery models
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Frequently Asked Questions
Why convert Word templates to PDF instead of just sending the Word file?
Three reasons: (1) PDF is the universal business document standard – opens consistently everywhere. (2) Recipients can’t edit PDFs, so quote prices and contract terms stay as you sent them. (3) PDF preserves exact formatting and branding across devices, while Word can render differently between versions and platforms.
Does Template To PDF work with my existing Word templates?
Yes. Template To PDF works with the Word templates you’ve already built in Dynamics 365. No template rebuild required – it converts the Word output to PDF in the final step.
Can I email the PDF directly from CRM?
Yes. Generated PDFs attach to CRM email automatically with the customer record context preserved. Email goes directly from Dynamics 365 – no need to download and re-attach in Outlook.
Does it work on custom entities?
Yes. Template To PDF works on any CRM entity with Word templates configured – standard entities (Quote, Order, Invoice) and any custom entity you’ve built.
What's the difference between Template To PDF and Report-to-PDF?
Template To PDF converts Word templates (merged customer documents like quotes, contracts, proposals). Report-to-PDF converts CRM Reports (analytics, exports, dashboards). They’re companion products – many customers use both for complete document delivery automation.
Does the PDF preserve formatting and branding?
Yes. PDFs maintain exact formatting, fonts, colors, logos, and layout of the original Word template. Pixel-perfect customer-ready output.
Does Template To PDF work with Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform model-driven apps.
Who is Template To PDF best for?
Sales teams sending quotes and proposals. Finance teams delivering invoices and statements. Professional services delivering branded client reports. Legal teams sending contracts. Real estate, financial services, and any industry with heavy customer document delivery.