If you are sending the same document over and over again, you can use Coevera CRM Google Docs™ Add-On Templates to populate those documents with data from Coevera CRM.

CREATE COMPANY BASED TEMPLATES
With a simple step-by-step guide, you can create a company based Google Docs™ templates, for example for  business contracts, sales proposals or project outlines, and link Coevera CRM lead, opportunity, account or contact fields into their placeholders in those documents.

POPULATE TEMPLATES WITH COEVERA CRM DATA
After you create document templates with Coevera CRM fields placeholders, your users can easily use this document to populate it with data--for example Coevera CRM contact data such as an email address, phone number, street address or any other field you use in Coevera CRM. This applies to all main records types in Coevera CRM: leads, opportunities, accounts and contacts. 

SHARE, SEND AND STORE DOCUMENTS IN GOOGLE DRIVE OR COEVERA CRM
At the end of the process, you can store populated documents in your company Google drive folders, link them to records in Coevera CRM, or save them as PDF files to your local computer for further work.

Coevera CRM Google Docs™ Add-On for Document Templates requires a subscription to Coevera CRM, and is seamlessly integrated with Coevera CRM Starter, Business and Enterprise versions.