No more copy-paste
Addresses, contacts, line items and amounts come straight from vTiger into your template. No switching between browser and Word, no typos in customer names.
For Microsoft Word · vTiger CRM
Mail merges and quotes straight from vTiger – inside Word
The vTiger Word Add-In pulls your CRM data live into Microsoft Word. One click turns your template into a finished letter, quote or contract – no export, no copy-paste, and no changes to your vTiger server.
One-time 79 €incl. 19 % VAT · no subscription · yours to keep
- One-time payment, no subscription
- Try it free first
- No server installation
- Your data stays in your CRM
Why it pays for itself after the first mail merge
Building documents from CRM exports and spreadsheets costs you working hours every month, plus the errors that come with it. The add-in removes that detour entirely.
Always current data
A classic mail merge works off last week’s spreadsheet. The add-in reads your CRM at the moment you generate the document.
Your IT stays untouched
The connection uses vTiger’s official REST API only. Nothing is installed on the server, no database access, no module changes in the CRM.
Pay once, keep using it
79 € once, instead of another monthly line on your software bill. No per-seat tiers, no forced upgrades.
What the add-in does
Every feature is included in the price. There are no editions, no feature unlocks and no template limit.
| Feature | What it does |
|---|---|
| Assign Data | Pick a specific CRM record and fill the open Word document with the matching values right away, using the merge fields you mapped beforehand. |
| Mail merge across many records | Select multiple CRM records at once and generate personalised documents from them – either straight to the printer or as individual files. |
| Filter and sort | The selection dialogs offer filtering, sorting and search. Even with several thousand records you find the right entry in seconds. |
| Per-module configuration | Merge fields are defined per vTiger module – Organizations, Contacts, Leads, Opportunities. Each module keeps its own clear field mapping. |
| Merge field presets | Mappings are managed centrally and reused across all templates. You map a new field once, not again in every template. |
| Unlimited templates | No cap. Letters, quotes, contracts, reminders, mail merges – each template with its own mapping and layout. |
| Several modules in one document | A quote needs data from the organization, the contact and the opportunity at the same time. The add-in combines those modules into one document. |
| Interface in three languages | German, English and French. The language follows your system settings automatically and can be switched at any time. |
| No server installation | 100 % client-side. Nothing is installed or changed on your vTiger server – not even when the add-in is updated. |
| Email support | Usually a reply within 24 hours on business days, straight from the developers rather than a ticket robot. |
Four steps to your first document
Getting from installation to a finished mail merge takes less than half an hour – and no help from your IT department.
Install
Download and run the installer. The add-in then appears as its own ribbon tab in Microsoft Word.
Connect
Enter your CRM URL, username and access token from vTiger. That is the entire connection setup.
Map fields
Define once which vTiger field sits behind which merge field. Save the mapping as a preset for every future template.
Generate documents
Select a record or several records, click once – your documents are filled in and ready to print or send.
The add-in in action
Seven short videos walk through every step – from activation to a mail merge across several hundred records.
Enter your access code and activate
Where to find your access code, how to enter it, and how to connect Word to your vTiger CRM. Applies to the purchased full version – the trial runs without a code.
Which data should be shown?
Choose the columns in the selection dialog so you see exactly the fields you need to identify the right record.
Connect merge fields to CRM data
Map existing Word merge fields to modules and fields in vTiger – the basis for every automatic fill.
Create merge fields in Word
How merge fields are created in Microsoft Word and what a template needs in order to work.
Several modules in one document
Use Assign Data to pull organization, contact and opportunity into a single document at once.
Mail merge: one template, many records
Select multiple records and generate personalised documents from them in one pass.
Switch the interface language
Move between German, English and French – useful for teams working across borders.
Pricing
One payment, a permanent right to use it. No subscription trap, no per-seat tier hidden in the fine print, no extra charge for more templates.
One-time payment · no subscription · yours to keep
Single licence
1 workstation
79 €
incl. 19 % German VAT (66,39 € net)
- Every feature, with no restrictions
- Unlimited Word templates
- Interface in German, English and French
- Email support within 24 h on business days
- Permanent right to use it, no expiry date
Team
5 workstations
on request
Volume pricing on request
- Everything in the single licence
- 5 licence keys, billed together
- One invoice for the whole department
- Help rolling out your field mappings
Team plus
10 workstations
on request
Volume pricing on request
- Everything in the single licence
- 10 licence keys, billed together
- One invoice for the whole department
- We align templates and presets with your team
Please note before buying
- Try it first: the trial has the full feature set and costs nothing. Once the software has been downloaded, withdrawal is no longer possible – see the licence terms.
- Unsure whether your vTiger or Word version fits? Ask us before buying; we reply within 24 hours on business days.
- Handled by FastSpring: card, PayPal, invoice
- Invoice with VAT shown; EU businesses with a valid VAT ID are billed net
Price in euros including 19 % German VAT. Businesses elsewhere in the EU with a valid VAT ID are billed net at checkout.
Try it first, decide afterwards
You get the trial version with the full feature set – no payment details, no commitment. No licence key or activation code is needed: install it and get going. We email you the download link so you can find it again later.
Installer approx. 168 MB · Windows 64-bit · version 1.2.0
Requirements
Please check these before you buy. If one of them does not apply to you, get in touch – we will confirm up front whether the add-in will work for you.
| Requirement | Details |
|---|---|
| Operating system | Windows 11 (64-bit). Windows 10 works in practice but is not officially supported. |
| Microsoft Word | Word 2016 or newer, 64-bit installation only. |
| .NET Framework | Version 4.7.2 or higher. |
| vTiger CRM | Version 7.x or newer with REST API access enabled. |
| Internet connection | Required – the add-in reads your CRM at the moment a document is generated. |
| Disk space | Around 300 MB. |
What the add-in cannot do
- No macOS – the add-in is a Windows application.
- No Word in the browser and no Word app on tablets or phones.
- The licence key is hardware-bound: one licence per machine. If you replace a machine permanently we transfer the key for you – just send us an email.
- Updates are not automatic. Download new versions here when they are released.
Frequently asked questions
The questions that come up most often before a purchase. If yours is not here, write to us – we usually reply within 24 hours on business days.
What does the add-in cost, and is there a subscription?
The add-in costs 79 € once, including 19 % German VAT (66,39 € net). There is no subscription and no recurring cost: you pay once and may keep using that version. Businesses elsewhere in the EU with a valid VAT ID are billed net at checkout.
Can I try it before buying?
Yes. Request the trial through the form on this page – we email you the download link. The trial has the full feature set, you enter no payment details, and no licence key or activation code is needed: install it and get going. An access code is only required for the purchased full version.
Can I withdraw from the purchase or return it?
Please test the add-in before buying – that is what the free trial is for. At checkout you confirm that you want to download the software immediately and thereby waive your statutory right of withdrawal, which is how the law handles digital downloads. After that, withdrawal is no longer possible, and we do not grant a voluntary money-back guarantee beyond it. Your statutory rights in case of defects are unaffected: if the add-in does not work as described, email helpdesk@etis-gmbh.de and we will get it running or find a solution. If you are unsure whether your vTiger or Word version fits, please ask us beforehand.
Does anything have to be installed on my vTiger server?
No. The add-in runs entirely on the workstation and talks only to vTiger’s official REST API. Nothing is installed on the server, nothing is changed in the database and no module in the CRM is modified. You need neither root access nor your IT department.
Where does my data live? Are document contents transmitted?
Your CRM data stays in your vTiger. The add-in fetches it when a document is generated and writes it into your Word file locally. The contents of your documents are never transmitted to us, there is no background sync and no analysis of your usage behaviour. For licence validation we process the licence key, name, company, product ID and a system ID derived from your hardware.
Which vTiger versions are supported?
vTiger 7.x and newer with REST API access enabled – Community Edition and commercial editions alike. If you run an older installation, contact us before buying and we will tell you whether your version works.
Does it run on a Mac or in Word for the web?
No. It is a Windows application for desktop Microsoft Word 2016 or newer (64-bit). Word for macOS, Word in the browser and the mobile Word apps are not supported.
How many machines can one licence cover?
One. The licence key is hardware-bound and applies to a single workstation. If you replace a machine permanently we transfer the key for you – a short email is enough. For multiple workstations, ask about our team licences.
Do I get updates?
Yes, you can download new versions. Updates are not installed automatically though: when a new version is released you download it here and install it over the existing one. We cannot guarantee indefinite compatibility for older versions.
Can I pull data from several modules into one document?
Yes. The Assign Data dialog combines organization, contact, opportunity and further modules into a single document. That is exactly what the feature is built for – a quote typically needs fields from several modules at once.
Is there a limit on templates or records?
Not on templates – create as many as you like, each with its own field mapping. For a mail merge you select as many records as you need; the documents are produced either straight at the printer or as individual files.
Which languages does the interface support?
German, English and French. The language is taken from your system settings automatically and can be switched at any time.
Questions before you buy?
Write to us before purchasing – especially if you are unsure whether your vTiger version or Word installation fits. We usually reply within 24 hours on business days. For technical questions, please have your vTiger version and, if you have one, your licence key ready.
- Phone
- +49 (0)651 493670-0
- Availability
- Monday to Friday, 8:00 – 17:00 CET