NOVA Widget
Document flow in Kommo
This widget is necessary for your company if you are faced with a large number of documents every day, the formation and filling of which takes a lot of time and effort.
With this ready-made solution, you can create any documents in just 1 click right inside your Kommo account, the Workflow widget makes it possible to generate invoices, contracts, acts, invoices and a number of other documents using customizable templates via Google Docs.
The widget allows you to automatically insert any information from the lead, company, contact fields into templates, as well as form tables from linked lists. You can also sign with a facsimile signature and download in PDF format directly through Kommo.
The generated documents can be opened in Google Docs, made changes and downloaded in the required format.
With this ready-made solution, you can create any documents in just 1 click right inside your Kommo account, the Workflow widget makes it possible to generate invoices, contracts, acts, invoices and a number of other documents using customizable templates via Google Docs.
The widget allows you to automatically insert any information from the lead, company, contact fields into templates, as well as form tables from linked lists. You can also sign with a facsimile signature and download in PDF format directly through Kommo.
The generated documents can be opened in Google Docs, made changes and downloaded in the required format.
What problems does the widget solve?
- 1Too much time is spent on documentsEach company has its own templates of contracts, invoices, acts and other documents. For each client, you have to fill them out again and again.
Save your time - now the document will be generated based on the fields from the lead in just two clicks. - 2Managers make mistakes when filling out documentsWhen printing documents, managers may make a typo or forget something. Now the templates will be filled in automatically based on the information from the fields - if there is not enough information, the widget will notify you about it.
How use the widget?
- To add templates for document generation, you need to log in to Google Drive
- Add templates for documents/tables/presentations in the widget settings.
- It is necessary to fill the template with the "keys" of the fields in order to fill in information from the lead/contact/company/goods card using them.
- You need to create a document in the lead in the Documents tab. After selecting the desired document and click on the Generate button
- Documents are also generated in the Digital Pipeline via a trigger. By selecting the Workflow widget, select a document template in the settings, the fields in which the link to the document will be formed and the stage where the lead needs to be transferred after the document is formed
