For those frequently used documents, you can now leverage Coevera CRM Google Sheets™ Add-On Templates to populate them with the data straight from Coevera CRM.

CREATE COMPANY BASED TEMPLATES
Using a simple step-by-step guide, you can create a company based Google Sheets™ templates (e.g. business contracts, sales proposals or project outlines) and link the fields from Coevera CRM lead, opportunity, account or contact records to their placeholders in those documents.

POPULATE TEMPLATES WITH COEVERA CRM DATA
After you create document templates with the Coevera CRM fields placeholders, your users can easily use this document to populate it with the data from, for example, a contact in Coevera CRM such as email address, phone number, street address or any other field that you use in Coevera CRM. This applies to all main Coevera CRM record types; Leads, Contacts, Opportunities and Accounts.

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

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