Convert CRM Document Templates to PDF Instantly
Template to PDF is an easy-to-use add-on for Dynamics 365/CRM that lets users convert document templates into downloadable or email-ready PDFs—perfect for quotes, invoices, contracts, and more.
Template to PDF
CRM Template to PDF Overview
Template to PDF is a powerful on-demand tool for Microsoft Dynamics CRM that allows users to convert document templates into universally accepted PDF format with just a click. Whether you need to download, save, or email a PDF version of a CRM-generated document, this add-on automates and simplifies the process. Fully compatible with both standard and custom entities, Template to PDF enhances efficiency by eliminating the manual steps usually required for exporting Word-based templates and converting them to PDF. It also integrates with workflows, enabling automation for routine communications like quotes, statements, and confirmations.
Features
One-Click Conversion
Instantly convert document templates to PDF
Email Integration
Attach PDF files to outgoing emails directly from CRM
Workflow Automation
Auto-send PDF attachments via CRM workflows
Entity Flexibility
Works on all key System and Custom Entities
Direct Download
Download generated PDF files locally or to network locations
User-Friendly UI
No technical training required—just select and click
Mission-Critical Ready
Speeds up everyday tasks like quoting and invoicing
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 Pages Pdf
Template to PDF User Guide
25 Pages Pdf
Download and License
Template to PDF
1 Pages Pdf 349KB
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.
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
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
Talk with our sales team to see how MTCCRM can fit your needs
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
For technical or billing support, visit our
Trusted by the world’s leading businesses
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models