Customer Engagement provides the ability to produce documents using word templates in PDF or Word form.

Please provide a way for us to take those documents and convert them into excel worksheets. I have tried the suggestions online for converting the documents, but the format is not retained, and the excel worksheet is not useable.

This would save our sales reps a lot of time for those customers that have special requirements for their quotes, and need to receive our quotes in excel format for upload to their systems.
Category: Opportunity
Needs Votes