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Contracts from CRM Dynamics

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Hi Guys,

Question on contracts from the Dynamics.

Our standard contract is pretty complicated in that alot of the text is not standard. Depending on what products have been sold to a customer the contract text will match that. This means I need to find a solution that will allow me to:

* Populate a contract depending on what fields have been populated at the opportunity level

* If fields are left blank than those fields are not mapped into the contract

* depending on the lines of text required on the contract, the word doc (contract) can add or remove lines of text

I have successfully managed to get our NDA agreement out of Dynamics using the word template tool. Because I only had to map the Account name and address, this was a relatively easy project to complete.

Now with the contract its alot tougher so I am looking down the route of buying an add on or app to help me achieve my goal.

Can any of you recommend a company or app that can help with the above and that links to CRM Dynamics. I have been looking at Webmerge which seems to have a good solution for Salesforce but not Dynamics.

Any suggestions would be a help, or perhaps one of your guys knows how to do this or have done something similar in the past.   

Thanks for your time

Jason


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