You can use system templates to generate documents right in the CRM.
Go to tab "Documents":
Here you can find any document you (or your group — read more about access permissions distribution) ever created.
Go to tab "Templates" to find documents templates (learn how to create templates) and generate new documents on their basis:
You can also generate documents right from the CRM objects profiles. In this case, the data from contact/object/deal/activity profile will be used to fill in the blanks in the template:
Select a template:
When a document is generated, fields content from contact/object/deal/activity profile is placed into the relevant positions in the template body (read more about how to create templates).
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