The Dokker integration adds new features to your account:
- Automation of document flow
- Reducing managers' mistakes
- Integration with Google Driver
- Editing documents in the card
Working with documents becomes so much easier! All the data from the fields are pulled into the document automatically! You can quickly create a variety of documents and share them with employees, partners and customers. Plus, all documents and templates are automatically saved in Google Drive, so they don’t take up space in Kommo.
Kommo is a great tool for running any business and working with a customer base. The CRM system helps both to raise initial sales and to increase repeat sales. The Dokker widget will help managers save time when compiling standard documents using ready-made templates.
Dokker is a perfect widget for quickly generating the documents you send to your customers daily via Kommo. Their synergy will allow you to save time working with documents and devote it to your clients instead!
Upload a template for an invoice, contract, or act. Managers then only need to fill out a customer card. With the widget, the data will be pulled up automatically from the fields of the card. All documents from all related leads can be viewed easily in one place - the client card.
Install the app within Kommo to gain access to a two-week trial period. In the widget settings, you can connect a Google account, as well as create a ready-made template by configuring the necessary fields of contacts and leads. Voilà! The widget is ready to go!