Help Center/Docs/Leads

Generating Documents from a Lead

You can generate a document directly from a lead card using your own template, including a quote, contract, invoice, statement of work, and more. The system inserts the data automatically, significantly reducing manual work and errors.

Generate AI summary

Open this page in your favorite AI assistant

Data inserted automatically. Company name and contact details, assignees, expected budget, dates, custom-field values, and data from the attached quote: the list of work and services, their quantities, prices, and totals.

How to Generate a Document

In the lead card, click “…” → “Generate Document.” A list of available templates appears. Hover over the required template and select .docx or .pdf. The finished file is automatically saved in the lead’s “Files” section, so it remains readily available.

Прошу зробити нормальний скірн екрана чи надати його мені для оформлення, бо я такого не маю.

If No Templates Exist Yet

The same menu contains “Edit List” (✏), which opens “Document Templates” in the Admin Panel. It lists all company templates with Name, Type, Language, and User columns, along with download, edit (✏), and delete icons.

генерація-документів-із-ліда-image-1.png

Прошу зробити нормальний скрін екрана чи надати його мені для оформлення, бо я такого не маю.

генерація-документів-із-ліда-image-2.png

Прошу зробити нормальний скрін екрана чи надати його мені для оформлення, бо я такого не маю.

How to Add a Template

Click “+” (“Add”) and complete the “Add Template” window:

Template Name is required.
Type should be “Lead” for documents generated from a lead card.
Language can be “Ukrainian” or “English.”

Next, drag a file into the upload area or select it manually. The supported format is .docx, and the maximum size is 10 MB.

Click “Add.”

In “Preparing a Document Template,” you can download a correctly formatted sample template and its instructions.

генерація-документів-із-ліда-image-3.png

Прошу зробити нормальний скірн екрана чи надати його мені для оформлення, бо я такого не маю.

After generation, the system displays “The File Will Appear in the Lead Shortly. Please Wait.” When the document is ready, it displays “File … Added to Lead.” The file is immediately available under “Files.”