Contents / User Instructions

Templates

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).



You must also see:

  • Document Templates

  • Access to Templates


  • You may also be interested in: Adding Contacts and Activities

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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system