Businesses such as legal firms, real estate agencies, financial institutions, and insurance companies often deal with generating and managing a high volume of documents and agreements daily. The repetitive nature of such work often leads to inefficiencies and errors in document creation and management processes.
That's why we have created the Document Generator integration for automating document generation within Kommo.
By following this guide, you’ll save time by automating document creation and organization, reduce errors by eliminating manual entry mistakes, and keep everything neatly organized with easy access. Your workflow will become more efficient, and sharing documents with your team will be a breeze.
In this article you will learn:
What is the Document Generator integration?
Our Document Generator automates the creation of personalized documents by integrating with data within Kommo. It uses predefined templates and dynamically inserts specific data into these templates to produce customized documents. Here’s a deeper look at its benefits:
- Document generator significantly reduces the time required to create documents manually by automating the process.
- It is capable of generating large volumes of documents quickly and accurately.
- It also ensures that all generated documents follow a consistent format and style.
- The integration can be adapted to various types of documents such as proposals, contracts, invoices, reports, and so on.
How to install Document Generator
To install the integration:
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Access Settings > Integrations in Kommo. Search for Document Generator in the search bar and click Install.
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Complete the installation by accepting the privacy policy and clicking +Install.
Configuring Document Generator
Before you start
Before you set up and start working with the integration, make sure you complete these steps:
- Open Google Docs and create a Google Doc by clicking Blank Document.
- Add text. It should become a template for your future documents. There is no limit on the size of the document.
Note: You have to mark specific words or phrases (placeholders) that you want to be automatically filled with data from the lead’s profile. There's no need to put them in brackets or any special format — you can just make a mental note of where you'd like this information from lead card fields to appear.
To learn more about fields in lead cards, read our Leads article.
- Copy a link to that document.
- Next, head on over to Kommo.
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Go to Leads, then open a lead card by clicking on it.
If you're new to Kommo and haven't created any leads yet, add a lead by clicking either the Quick Add button or the Create New Lead button.
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After you open the Lead, click on the Setup tab and a template to create fields will open.
To learn more about creating custom fields in lead cards, check out our Custom fields article.
Setting up the integration
To configure this Google Docs integration, follow these steps:
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Create a new Salesbot. To learn how to do that, check out our How to create a Salesbot article.
- Create a Widget step in the Salesbot's visual builder.
- Add the Document Generator integration.
- Sign into your Google Drive account, providing the necessary permissions.
- A setup wizard will open. The first step is to add the document you have previously created.
- Next, choose the folder where you want the generated documents to be kept.
- Finally, select the field with the document's link. You can also choose either a PDF or a Google Docs file type for the final output.
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The setup wizard will ask you to highlight the text you want to personalize. Once you do highlight the text, a window with lead data will appear. Personalize the template and click Save in the upper right corner of the window.
- The setup wizard will close. Save the bot.
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Go to Leads and click Automate.
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Add the Salesbot to the stage where you want the documents to be generated at. For example, we chose the Discussions stage.
Now, whenever you move a lead to the stage with the Salesbot, a new Google Doc will be generated. The link to the chat will be available in the chat with the lead, as well as in the lead card:
Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.
Not a user yet? Sign up for our free 14-day trial or book a free live demo to see it in action!
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