Word Template Vs Report Template

In CreataCRM, which using Sales, Quotes, PO and Jobs, there is 2 type of templates you can use,

Good and Bad with Word Template

Goods

  • Easy to change the design, use existing word Skills
  • Edit it after the mail merge
  • Version Control
  • Does Sums and Counts

Bads

  • Cant do Complex formula
  • Cant do caluclated fields
  • Does have advance report functions

Goods and Bads with Reports

Goods

  • has Advance formula
  • Able to have nested viewd
  • Design most things
  • export to Excel

Bads

  • knowledge of reports needed
  • No Version Control
  • Cant Edit after create of document

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