Contract and document generator in CRM

Don’t waste time preparing documents and contracts for clients. Use the Contract Generator module to save time and speed up the sales process. Avoid confusion and standardize your company’s document templates!

Is it worth wasting time on repetitive and mechanical tasks? Generate documents automatically.

Do you prepare a lot of contracts, documents, surveys every day and keep rewriting the same data? Have you wondered how much time you and your sales team spend preparing the same documents? Use the Contract Generator and never again manually rewrite the data you’ve already collected in your CRM system. Reduce your contract preparation time to preparing a single template that you will use again and again!

How does the Contract and Document Generator work in CRM?

See what data you can use in the Contract Generator. Generate documents, contracts and surveys in the CRM system and save time on repetitive tasks.

Create surveys

You can create as many surveys as you want to collect data from customers. You can use the collected data in the Contract Generator as a so-called “contract generator”. SHORT CODES.

Use customer and organization charter data

You can encode the data you process in the customer and organization card in the document templates you create. First name, last name, phone, e-mail, organization name, tax ID, are just some of the data. Also use additional fields to generate short codes from them.

Products, offers and payments

You can also use data from your offer or product data in contracts and documents. Total bid price, gross value, net value, list of products, their specifications. You will also code data on payment terms, advance payment and payment tranches.

How to generate a contract in CRM using short codes?

The short-code contract and document generator will help you speed up your workflow and eliminate mistakes. See in the video below how it works, and for more of our video tutorials, visit our YouTube.com channel.

We are constantly creating new functionalities!

If you haven’t found the functionality you need for your organization, see our Road Map for Application Development.

Contract and document generator in CRM. How to use short codes to save time?

Preparing and editing contracts and documents is one of the most time-consuming activities in any organization. Variants of the contract, editing changes, amendments, completing the data of contractors can take up to 2 hours a day. Take advantage of SalesWizard CRM’s Contract Generator, and use the time you save to serve new customers!

This is a staging environment