How to create a document
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.
Add a document
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 list column to understand what values your variables include.
Here are a few examples of deal, contact, and task variables:
| Deal | |
{{dealAmount}} |
Deal amount |
{{deal_contactFullName_1}} |
Contact’s first and last name linked to a deal
If your deal includes multiple contacts, this variable will show a number indicating the order in which they were added. |
| Contact | |
{{firstName}} |
Contact name |
{{lastName}} |
Contact last name |
| Task | |
{{taskName}} |
Task name |
{{task_Budget}} |
Task budget |
Place variables in your file
Open the file on your device. Add your copied variables to relevant text sections.
For example, you can use the {{dealAmount}} variable in the price section and add {{dealName}} to the deal description in your invoice.
Upload your file to the CRM system
In the document sidebar, configure and upload your file.
| Name | Name your document using up to 200 characters. The CRM system will create it once you upload your file. |
| File | Click Select file to open the file manager in the sidebar, where you can upload your file with variables. Select a folder and click Upload file.
You can also upload your file in the File Manager tab. |
| File save folder | In the file manager, select a folder to save your file. |
Click Create.
View your document list
To view your documents, open a deal, task, or contact card and go to the Documents tab. You will see uploaded files with document names, statuses, and creation dates and times.
Your file can have the following statuses:
| Created | The file has been created. |
| In progress | The file is being created. |
| Not created | The file has not been created due to an error.
Check if you've added variables and if you have fields with their names in deal, contact, or task settings. |
Your file will be saved under the name you enter. It will have a system-generated code to ensure no files with matching names are overwritten.
You can also view files in the file manager.
Manage a document
To manage your document, click the three dots on the document list.
| Send |
Emails the document. Type in your recipient's email address, subject line, and email body. Click Send or save your email as a draft. Applicable only if your inbox is connected to the CRM system. |
| View | Opens the document and its contents in the modal window. |
| Download | Downloads the document to your device. |
| Unlink | Unlinks the document from its deal/contact/task. It will remain in the file manager but will no longer be available within its unlinked card. |
| Delete | Removes the document from its deal/contact/task and the file manager. |
Last Updated: 13.03.2025
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