Google Docs

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

Install in Kommo Ask about the widget

Opens Kommo: choose your account and allow access – the widget installs.

What it does

A contract from lead data

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

Invoices and acts

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

Automatically at a stage

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

How to set it up

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