Avoid wasting time monotonously editing Word and Excel documents to send to contacts. Avid’s File Generation feature will produce quotes, forms, and documents according to pre-defined templates, auto-filled with data from the relevant opportunity.

Tailor reports to your team’s specific needs with Avid’s customizable templates.

Avid creates hyper-links to documents wherever you store them. Keep your documents organized in Outlook and Avid CRM, so your team can easily access and review them.