Integrations
Microsoft 365
e-manageONE offers robust integration with Microsoft Office and Outlook, enabling users to manage communication, documentation, and reporting more efficiently. This document summarizes the full range of integration features, including Email, Word, and Excel support.
📧 Email Integration
e-manageONE includes comprehensive email features that help centralize and streamline communications across your organization.
1. Email Templates
Create and manage standardized email templates with dynamic merge fields. These templates ensure consistent, professional messaging and automatically populate information from projects, customers, or vendors.
2. Email Signatures
Configure personalized email signatures to automatically appear in outgoing emails. This helps maintain professionalism and brand consistency.
3. Email Documents
Send documents such as quotes, proposals, invoices, and purchase orders directly from e-manageONE without leaving the system.
4. Email Automations
Set up automated emails triggered by actions or schedules—like reminders, project updates, or status alerts—reducing manual workload and improving responsiveness.
5. Viewing & Emailing Purchase Orders
View and email purchase orders directly from within e-manageONE, streamlining procurement and documentation processes.
📝 Microsoft Word Integration
e-manageONE allows users to interact with Microsoft Word for document generation, customization, and merging.
- Export reports to Word format for editing or presentation.
- Upload custom Word templates and use mail merge to auto-fill data from projects, customers, or vendors.
- Create polished, branded documents like quotes, summaries, and client communications using familiar Word tools.
📊 Microsoft Excel Integration
e-manageONE enables seamless export of project, financial, and operational data into Excel for flexible analysis and reporting.
- Export any grid view into Excel with one click.
- Perform custom data manipulation, reporting, and financial analysis outside the system.
- Ideal for executive reporting, job costing breakdowns, and cross-department insights.
🔗 Summary
With deep integration into Microsoft Office and Outlook, e-manageONE enhances productivity, transparency, and consistency across your entire business workflow. These features help streamline communication, automate document generation, and support better decision-making.