"You can now create documents, such as invoices, contracts, and agreements, right in our CRM system using templates. Read on to learn how to create your first document and manage it."

How to add and manage CRM documents

In the SendPulse CRM system, you can now create documents, such as invoices, contracts, and agreements, attach them to contacts, tasks, or deals, and email them to your clients or partners.

Here’s how CRM documents are created:

• Add a variable that matches your deal, contact, or task field name to your file and upload it to the CRM system
• Based on this information, a new document with substituted data will be created.

You can copy the relevant variable from the list of deal/contact/task fields. Go to the Documents tab and click Create document > Deal/Contact/Task field list.

Supported file formats: doc, docx, xls, xlsx, csv, and txt.

Once your document is ready, you can email it, preview it without downloading, download it, unlink it from a contact, task, or deal, or delete it as needed.

For detailed instructions on creating and managing documents, refer to our knowledge base.

New product management features in our CRM system

You can now use our Public API to handle your product data and view linked products directly in your deal list. If a deal has associated products, they’ll be displayed in a dedicated column.

If you need help with setup or have any other questions, contact our tech support team — we're in touch 24/7.