MailMergicMailMergic GmbH
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ProCTIProvaria
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Related Products
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About
MailMergic (formerly PDF Mail Merger) is a document automation platform that turns spreadsheet data into personalized documents at scale. Connect an Excel, CSV, or Google Sheets file. Upload a PDF, Word, Excel, email, or image template. MailMergic generates one personalized document per row and delivers each one to the right recipient by download or email. Used by operations teams at Novartis, BMW, Verizon, Telefónica, Scania, and Chevron.
AI-powered error detection catches missing fields and formatting issues before documents are generated, so problems are fixed at the source. Additional features include password protection, digital signatures, custom fonts, dynamic per-recipient images, QR codes for credential verification, and Zapier integrations. EU-hosted infrastructure with GDPR and CCPA compliance. Free tier available; paid plans scale to enterprise document volumes.
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About
Connect your Skype for business (formerly Lync) or TAPI-enabled PBX with Dynamics CRM/Dynamics 365 and Dynamics NAV get the data on each incoming and outgoing call. Determine individually and flexibly which stored information should on each call in ProCTI. Access your contact information, service cases, e-mail addresses, current contracts with only one click! Create leads, contacts, tasks, notes, e-mails and activities in connection with the caller. Initiate or forward calls, see and start your open appointments, search for leads, contacts and companies – everything directly in ProCTI. Simple and intuitive user management allows different access rights to your data. The standard version of ProCTI connects the following versions of Microsoft Dynamics or Uniconta and Computer Telephony Integration (CTI). Make use of the endless possibilities such as displaying contact data, company name, notes/activities/service cases, e-mail address, credit blocks, running contracts, etc.)
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Operations, HR, and admin teams at education, healthcare, financial services, and real estate organizations generating personalized documents at scale.
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Audience
Companies that want to connect Skype for Business or their PBX with Microsoft Dynamics
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$0 per month
Free Version
Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationMailMergic GmbH
Founded: 2019
Germany
mailmergic.com
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Company InformationProvaria
Austria
www.proaddon.com/en/addons/procti/
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Categories |
Categories |
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PDF Features
Annotations
Not Supported
Convert to PDF
Supported
Digital Signature
Supported
Encryption
Supported
Merge / Append
Supported
PDF Reader
Supported
Watermarking
Supported
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Integrations
Google Sheets
Supported
Microsoft Dynamics 365
Not Supported
Microsoft Excel
Supported
Microsoft Word
Supported
Zapier
Supported
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Integrations
Google Sheets
Not Supported
Microsoft Dynamics 365
Supported
Microsoft Excel
Not Supported
Microsoft Word
Not Supported
Zapier
Not Supported
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