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Description
Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.
Description
SheetRender simplifies the process of converting a spreadsheet into a series of individual, print-ready PDFs. You just need to upload your data in formats like CSV, XLSX, or Google Sheets along with a sample document, such as a certificate, invoice, or offer letter, and the tool will interpret the layout to create the necessary template for you.
This sets it apart from other merge tools like Autocrat, Form Publisher, or mail merge add-ons, which require you to reconstruct your document using numerous <<merge tags>>. Instead, with SheetRender, you provide a completed example, verify the matching fields, make any adjustments using straightforward language, and generate your PDFs effortlessly. Each row in your data translates into its own PDF file, ready for immediate download or email distribution.
Users commonly employ this tool for generating training certificates, HR offer letters, invoices, quotes, and tailored reports. The output supports various formats, including print-ready A4, Letter, and Legal sizes, and it features options for scheduled runs and email delivery. Additionally, there is a free plan available that does not require a credit card, along with a suite of complimentary in-browser PDF tools for tasks like merging, splitting, and extracting pages directly from the website, making it a versatile choice for document management.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Amphis Software
Founded
1993
Country
United Kingdom
Website
www.amphis-software.com/products.htm
Vendor Details
Company Name
SheetRender
Founded
2026
Country
United States
Website
sheetrender.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Document Generation
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates