Word & Excel
Integration Overview
The TopBuilder CRM includes a fully functional Word and Excel editor for you and your team.
How it works:
Integration Summary
TopBuilder CRM includes a fully functional Word and Excel editor. This feature gives your company the capability to create, store, and manage Word or Excel documents in TopBuilder. Additionally, means you can also upload, edit, and attach Word and Excel documents to jobs, customers, contacts, quotes, etc.
Simple to use.
TopBuilder’s integration with Microsoft Word makes it easy to add your corporate word documents to proposals and company communications.
Create and share.
Additionally, you can utilize this integration to create and share documents that are accessible across multiple platforms and devices.
Create professional and branded documents.
Lastly, this integration makes it easy for you and your team to create professional documents that follow your company’s brand standards, all within TopBuilder.