A quote rarely draws on a single CRM module: the address comes from the organization, the salutation from the contact, amount and term from the opportunity. That is exactly what the vTiger Word Add-In assembles in one step.
incl. 19 % VAT · no subscription · yours to keep
vTiger can produce PDFs from its own templates – but getting at the layout of those templates is awkward, and the corporate design template from marketing exists as a Word file. In many companies the result is an intermediate copy-paste step: copy the address out of the browser, adjust the salutation, transfer the amounts. That produces exactly the errors that are most expensive in a quote – wrong contact, outdated address, transposed digits in the price.
In the Assign Data dialog you map each merge field in your quote template to a field from any vTiger module – organization, contact, lead or opportunity. When you generate, you pick the specific records and the add-in fills every field with current values at once. Your template stays yours: the add-in does not touch layout, fonts or logo.
Save the field mapping as a preset. When sales later adds a second quote variant, the same mapping applies – nothing needs re-linking. You may create as many templates as you like; the add-in does not cap the number. For quotes that go to many recipients, use the same template in mail merge mode.
Opportunity fields are mapped to merge fields in your template like any other field. Whether your line item structure is fully covered depends on the fields in your vTiger – the best way to check is to run the free trial against a real quote.
Yes. The add-in only fills merge fields in your existing Word template. Layout, fonts, headers, footers and logo are left unchanged.
Request the trial and produce your first quote from real CRM data.
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. |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
German, English and French. The language is taken from your system settings automatically and can be switched at any time.
