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
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.
Benefits
Saves time by automating template conversion
Reduces manual steps and minimizes human error
Improves consistency in external
communications
Encourages faster response cycles with clients and partners
Affordable solution with high value in productivity gain
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
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
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Install Template to PDF add-on in your Dynamics CRM
2.
Configure it on desired System or Custom Entities
3.
Open a record, choose the template, and click to convert to PDF
4.
Optionally attach the PDF to an email or auto-send via workflow
5.
Download or archive the PDF document as needed
Pricing & Licensing
The Most Honest
Pricing in the world
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
- Salesteam@mtccrm.com
- 1800-3433-4342
Base Price
$250
Base per CRM Organization
Enabled User
$10.00
Per CRM Licensed
Downloads & Documentation
Lorem Ipsum is simply dummy text of the printing
and typesetting industry
Documentation
Template to PDF Flyer – 1 Page PDF
Template to PDF User Guide – 15+ Page PDF
Documentation
Template to PDF for Dynamics 365
Solution Files – 2015–2016
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
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 Help Center
Trusted by the world’s leading businesses
Template to PDF – FAQ
What templates can be converted to PDF?
Word templates for any CRM entity (quotes, invoices, etc.).
Can I email PDFs as attachments?
Yes, you can attach converted PDFs to CRM emails manually or via workflows.
Is automation supported?
Yes, document generation and email dispatch can be triggered from workflows.
Are custom entities supported?
Yes, it works with both system and custom entities.
Does it require external tools?
No, it operates completely within Dynamics CRM.