SwiftFox Documents
Smarter, faster, branded documents
Manage, automate, and personalise your documents effortlessly, from contracts to invitations, all integrated seamlessly with SwiftFox.
Smart integrations with Microsoft Word
Easily generate Word documents and PDFs, inserting SwiftFox data through intuitive merge fields. Send documents to single or multiple contacts with just a few clicks.
Customisable templates for consistency
Use dynamic templates that populate automatically with SwiftFox data, streamlining creation and maintaining brand consistency.
Centralised management keeps templates up-to-date and reduces the need for multiple versions.
Automated workflows for compliance & efficiency
SwiftFox Documents ensures every document meets brand and compliance standards while reducing repetitive work.
Automated workflows simplify sending, tracking, and organising documents across the organisation.
A swift summary of Events
Generate branded Word documents and PDFs directly from SwiftFox.
Insert CRM data seamlessly with custom merge fields.
Centralise template management for accuracy and efficiency.
Use dynamic templates for quick, tailored document creation.
Save and store documents against a contacts profile.
Maintain compliance and streamline workflows with automated processes.
More features SwiftFox has sorted
SwiftFox Documents is fully integrated into your CRM, and seamlessly links to other features including:
Let’s talk more
Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.
We’d love to learn more about your engagement needs and show you how SwiftFox can help!