Document Preparation
Before you start you need to have the document ready that you'd like the system to complete for you. This could be an invoice, terms and conditions that need to be signed, or a contract that needs the deal details filled in.
Your documents can be in PDF or DOCX format. We recommend DOCX as the content of these documents will 're-flow' to fit the values provided by the system during generation.
Templated Documents require access to Content storage, this is only available on our Enterprise plans.
Merge Tags
Once you have your document ready, you need to add the supported merge tags in the document where you'd like the system to add information. Supported merge tags include:
${owner.name} - The name of the owner of the record.
${deal.name} - The name of the deal record.
${deal.close} - The close date of the deal.
${deal.currency} - The deal currency.
${deal.value} - The total value of the deal.
${deal.bucket.bucket_name.value} - The value of a specific deal bucket value.
${deal.phase} - The current phase of the deal.
${organization.name} - The name of the organisation.
${organization.comments} - The comments on the organization record.
${organization.location} - The first address on the organization record.
${organization.location2 to .location5} - The other addresses on the organization record.
${organization.email} - The first email address on the organization record.
${organization.email2 to .email5} - The other email addresses on the organization record.
${organization.phone} - The first phone on the organisation record.
${organization.phone2 to .phone5} - The other phone numbers on the organization record record.
${organization.custom.custom_field_name} - Any custom field on the organization record.
${organization.twitter} - The Twitter account on the organization record.
${organization.facebook} - The Facebook account on the organization record.
${organization.linkedin} - The LinkedIn account on the organization reocrd.
${organization.google_plus} - The Google Plus account on the organization record.
Uploading Document
Once your document is created go to Content in the main menu. Then open the Document Templates folder.
When in the document templates folder, upload your document with the merge tags in place. This templated document will now be available on all deals.
Generating Document
To generate a document with the data pre-filled by the system, open up any deal and scroll to the Templated Documents area. Click New Document.
Choose your uploaded document from the list of available templates and click generate.
You'll now see your document added to the deal record.
