Stop copy-pasting CRM data into Word documents.
Templ8r turns any Dynamics 365 record into a finished, branded document — quote, contract, letter — in one click. It even files itself on the record.
from £89/mo · 30-day pilot · whole environment · no per-user licences
live demo — click Generate document
Your template. Their data. Four seconds.
A Word file you already have
Add {{tokens}} where the data goes. Your letterhead, your fonts, your legal footer — untouched.
Generate, from the record
A button in the Dynamics ribbon. Pick the template, pick Word or PDF, click. That's the whole workflow.
On the timeline, instantly
The finished document lands on the record as a note — named, dated, attributed. No downloads folder, no “where did I save it”.
Built to be the easy option.
One click from the ribbon
No app-switching, no exports. The button lives on every record type you template.
Your letterhead, every time
Output is your Word file with the blanks filled — not a generator's idea of your brand.
Files itself on the record
Word, PDF or both, attached to the timeline automatically. Everyone with access sees it.
Works on any record
Orders, cases, contacts, invoices — including your custom tables and related data.
Word + PDF out of the box
Send the PDF, keep the editable Word. Or both at once, zipped.
One flat fee
Priced per environment, not per user. Nobody needs a licence to press the button.
Open Word. Find the last quote. Copy. Paste. Check. Fix the formatting. Save-as. Attach. Upload. Again tomorrow.
per document, measured on a real sales order
One price for the whole environment.
Per-seat doc-gen add-ons bill you for everyone who might click the button. Templ8r is one flat monthly fee — from £89/mo — billed on documents produced, not headcount. Unlimited templates on every paid tier.
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