One template per document type, one field mapping for all of them: the vTiger Word Add-In connects the merge fields in your Word files to the fields of your vTiger modules – set up once, reusable indefinitely.
incl. 19 % VAT · no subscription · yours to keep
The add-in uses the merge fields Microsoft Word already ships with – no proprietary placeholder syntax your colleagues have to learn, and no text snippets that break when copied. Anyone who has built a mail merge in Word knows the mechanism. You insert new fields through the normal Word menu and then map them to the matching vTiger field in the add-in.
The mapping between merge field and CRM field is managed centrally in the merge field presets, not separately in every template. When a field is added or a field name changes in vTiger you adjust it in one place and every template resolves correctly again. Configuration happens per module, so organizations, contacts, leads and opportunities each keep their own clear mapping.
Create as many templates as you like – letter, quote, contract, reminder, minutes, mail merge – each with its own layout and mapping. No programming is required and no intervention in vTiger: no modules are adapted, no database fields created and nothing installed on the server. The entire configuration lives with the user in Word.
As many as you like. There is no template limit and no tiering by count – each template can have its own field mapping and layout.
No. Mapping happens in a dialog: on the left the merge field from your template, on the right the field from the vTiger module. It is saved as a preset that applies to every further template.
The trial includes every feature, presets included – build a real template with it.
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.
