🌟Only the administrator or superadministrator of Space can do this.

💡We have added a template to the system that you can download and, on the basis of its design, create your own. You can find this example template in the upload window.

❗️Templates are created for each entity. That is, separately for deals, leads, contacts or companies.

🔍 You can read more on how to work with custom fields in the following article.

💡Please note that character codes are related to an entity. What does it mean?

For example, you create a template and plan to use it in deals. But in addition to the character codes of the fields, which are specific to deals, you can also add from contacts. When generating the document from the deal card, the data from the contact fields will not be pulled. Even if the correct character codes are inserted there.

Therefore, this should be taken into account when creating a template. The simplest option is when the file uses the character codes for only one entity plus the character codes related to the document (${DocumentName}, ${DocumentId}, ${DocumentDate}, ${DocumentNumber}).

💡If you want the generated document to include products (their characteristics, such as name, price, discounts, etc.) that are attached to the deal, then you need to add the corresponding symbol codes to the template.

❗️Please note, if you do not see the fields that characterize the products in the list, and you cannot search for them, then first "activate" the products in the card of any deal. That is, just go to this tab.

For example, in the template it can be used in the form of a table. It is enough to create the first row - a header. Write the characteristics of the product (goods/services) in it. And one more row with columns for codes of the fields that correspond to them.

If several goods are attached to the deal, all of them will be automatically added to the generated document.

In order for the values to be added correctly, please note that only the character codes of the fields that characterize each product can be placed in the rows of the table. They are:

${ProductsIndex}

${ProductsPreviewImage}

${ProductsProductName}

${ProductsProductQuantity}

${ProductsProductMeasureName}

${ProductsProductPriceRaw}

${ProductsProductDiscountRate}

${ProductsProductDiscountSum}

${ProductsProductTaxRate}

${ProductsProductTaxAmount}

${ProductsProductTaxIncluded}

${ProductsProductPriceRawSum}

Other fields for products and their symbol codes apply to ALL products included in the deal. Therefore, for the correct display of information, they should be placed outside the rows characterizing a separate product.

Such fields are the following:

${TotalRaw}

${TotalDiscountAmount}

${TaxesTaxValue}

${TotalAmountBeforeTax}

${TotalSum}

${TotalProductsCount}

☝🏻 You can find and download an example of invoice template here.

💡If it is necessary that the price of the products, their total amount or the amount of the deal, etc. (that is, any field of the type Money) should be entered in the form of the text, then the part ~words should be added to the character code.

Let’s consider the example of the Deal amount field. To display the deal amount by using the text form in the document, you need to enter the character code in the template as follows:

Deal Amount:

${DealsAmountOfTheDeal~words}

If you need both a numerical and text form, then you can enter it like this:

Deal Amount:

${DealsAmountOfTheDeal}

(${DealsAmountOfTheDeal~words})

🌟You can work with the document generator and download your own templates using all plans. The only difference is their number.

💡Check again that your template matches the required *.docx format.

☝🏻Please note that deals can be configured to use the template only in the desired funnels.

You can configure the Numerator for the template a little later. Follow our updates 😉

🔍 You can read more about how to generate a document in CRM in the following article.

If you have additional questions or you need to contact the support, send a request to this email [email protected]