widgemate
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Coming soonDocuments and dataWorks inKommo

Документи Google

A contract, invoice or act from a Google Drive template, filled from a Kommo deal: deal and contact fields go in by themselves, and the document is created at a pipeline stage.

Ask about the widget

The widget is being prepared for release. Message the bot – we will let you know when it is out and connect you first.

What it does

A contract from deal data

A contract from a Google Drive template – the client name, sum and other deal and contact fields go in by themselves.

Invoices and acts

Invoices and acts have their own templates, filled from the deal with no copying by hand.

Automatically at a stage

The deal reaches the stage you set and the document is created from the template by itself.

How to set it up

  1. Install the widget in Kommo and connect your Google account.
  2. Prepare the document templates in Google Drive.
  3. Match the template variables to deal and contact fields.
  4. Set the pipeline stage that creates the document.
  5. Move a test deal to that stage and check the document.

Works together with

Data Hunter Kommo deals in Google Sheets, BigQuery or MySQL – a base for reports in Looker Studio or Power BI. Coming soon from $180 / 6 mo. UA Payments monobank, PrivatBank and NovaPay payments right in Kommo deals: a payment link from the deal, payments from bank statements matched to the deal automatically, stage and tasks moved by your rules. from $150 / 6 mo.