With the Google Documents widget, you can create your own template documents from leads in Kommo. By integrating Google Documents by amgroup with Kommo, you get several useful features:
- Create documents directly in Google Drive.
- Select categories for each document.
- Use a template constructor to add data from Kommo fields.
- Quickly jump to a document from a lead.
- Customize the document name template.
- Generate a table of goods.
- Rename documents easily.
Kommo users love Google Documents because it makes creating documents directly from a deal easy and fast. This widget automates routine tasks, allowing you to quickly generate necessary documents with just a few clicks.
Kommo helps improve communication with clients by enabling quick responses and efficient information sharing. This optimization enhances customer service, boosts productivity, and improves the overall customer experience.
Using the Google Documents widget with Kommo lets you create template documents directly from leads. You can add variables in the template editor to include data from any Kommo fields in your documents.
Create any document and send it to clients without leaving Kommo. Let the widget generate documents with just one click, freeing you from routine tasks and saving time for more important work.
- Log in to Google.
- Click on the Log in to Google button in the Kommo Settings -> Google Docs section.
- Grant permission for the widget to use your account to create document templates in your Google Drive.
For more detailed settings, check out the instructions.