How to create a document [Video]

Using the CRM system, you can create documents, such as invoices, contracts, or agreements, attach them to contacts, tasks, or deals, and share them with your clients and partners.

In this article, we will talk about how to add and manage documents.

You can use CRM files as document templates. To do this, edit your file and upload it to the CRM system.

Edit your file

Add CRM variables to the file on your device to keep it up-to-date.

Supported file formats: doc, docx, xls, xlsx, csv, and txt.

Copy variables

Open a deal, contact, or task card. Go to the Documents tab, and click Create document > Deal/Contact/Task field list.

All variables are mapped to fields in deal, contact, or task settings and are added to the list automatically.

In the modal window, click a variable to save it to the clipboard.

You can refer to the Deal/Contact/Task field listcolumn to …