Business Platforms & CRMs
Connect directly to SAP, Salesforce, Microsoft Dynamics, HubSpot, SharePoint, QuickBooks, Sage, Xero, ServiceNow, Shopify, and more. Merge platform data into templates without exporting or reformatting it first, and combine it with other connected sources in the same document. Build proposals, invoices, purchase orders, compliance reports, order confirmations, and more, all kept current as your data updates.