document mail merge support
The number 1 feature request i get from my team is document mail merge support. This is a feature supported by lots of other CRM products including Salesforce, Batchbooks etc
I wonder if this is in the pipeline for Podio? One suggestion is to create a Google document from template using the information stored in Podio? That way you only have to intigrate the Google API and not build a whole new feature set.
Appreciate your response
This would be marvelous! It can be done with a two step process: export to excel and mail merge from word. But it is a little cumbersome. Besides we also use direct mail as a marketing tool, in the same way as auto-responders. I still have to find a crm that allows me to do that (for a reasonable price. Infusionsoft does it, but it is complicated and expensive)
Please sign in to leave a comment.