Document Generator

Dokker

Saves managers’ time when working with standard documents. Generation based on templates using information from cards.

• Exporting payments from the Payer app as a table into docx format documents.
• Creating documents in any quantity using data from linked contact and company cards.
• Designing templates of varying complexity based on existing documents, with the option to select access permissions in different pipelines.
• Using docx and xlsx format templates, with the ability to export final documents in PDF format.
• Storing all documents and templates in Google Drive, freeing up space in your Kommo account.
• Editing generated documents directly within the Kommo window, allowing real-time editing with other managers.
• Sharing documents through links enables external viewing access.
• Configuring required fields in the template, with all fields being mandatory by default.