Document Generation

Avoid wasting time monotonously editing Word and Excel documents to send to contacts. Prophet’s File Generation feature will produce quotes, forms, and documents according to pre-defined templates, auto-filled with data from the relevant opportunity.

Tailor reports to your team’s specific needs with Prophet’s customizable templates.

Prophet creates hyper-links to documents wherever you store them. Keep your documents organized in Outlook and Prophet CRM, so your team can easily access and review them.