Documents

Document flow

This is a tool for automatically generating documents (contracts, invoices, acts, invoices and presentations) directly from a lead, company or contact card. The widget uses Google Docs, Sheets and Slides templates, inserting data from Kommo into them: client details, lead amounts, products and even images. The resulting document can be downloaded as PDF, sent to the client, or uploaded to VLSI for further approval and signature.

Features

Automatic document generation
Flexible work with Google Docs, Sheets, Slides templates
Automatic sending based on triggers
Substitution of data from Kommo (details, amounts, products)
Download to PDF
Integration with VLSI
Declension of full name
Inserting images into documents
Formulas in documents
Setting access rights

Installation and setup guide

Detailed guide for working with widget "Document flow"

CONTENTS

  1. Connecting a Google account
  2. Create a template
  3. Setting up keys
  4. Access Settings
  5. Generating a document manually
  6. Automatic document generation

Connecting a Google account

  • Log in via Google in widget settings
  • A folder will be automatically created in Google Drive to store documents.
  • All generated documents will be saved in this folder.

Access rights to documents are inherited from the folder settings:

  • If you leave access only for yourself, the documents will be private.
  • If you open access “by link” (read or edit only), you can send links to clients, and they will be able to open the document.
  • If you grant access only to specific Google users, clients will not be able to open a document via a link unless they have an invitation.

Create a template

First way:

  • click “Create a new template”
  • select type: Document / Table / Presentation
  • Specify the name of the template
  • A link to the template document will be generated automatically
  • The template is used to generate documents

Second way:

  • click “Select new template”
  • select type: Document / Table / Presentation

Setting up keys

Next, we need to fill the template with field “keys” in order to fill in information from the lead/contact/company/product card into the document template that was loaded into the widget.

  • In settings, select the entity (Lead / Contact / Company / Lists)
  • Select a field (system and advanced are supported)
  • If necessary, specify the function (in words, initials, declination, etc.).
  • The widget will generate a key (for example: {{contact_info.Email}})
  • Copy the key and paste it into the template in the desired location

Access Settings

By default, the Documents tab is available to everyone. You can restrict rights:

  • Who can edit - only selected employees will be able to create documents

Who can view - restricts access to viewing the Documents tab in a lead, only selected employees will be able to view this tab

Generating a document manually

  • Open the lead → tab Documents
  • Select a template
  • Click “Generate document”

The generated document will appear in the tab

Available actions:

  • copy link
  • download PDF
  • delete

Automatic document generation

  • In the pipeline, open “Customize”
  • Add a Documents trigger

Please indicate:

  • start moment
  • template
  • field for writing a link
  • stage where to transfer the lead after generation
  • Save changes