Filled from real data
Documents pull from the same record your team works on, so what you send matches what is in the system.
Connect CRM · Document generation
Documents from the record,not from scratch.
Once an order is approved, Connect CRM generates its documents from the data already on the connection record. Customer, service type, bandwidth and carrier are filled in for you.
Connect CRM with sample data
The problem it solves
Copying details from a spreadsheet into a Word template is slow, and every retyped bandwidth figure or customer name is a chance for a mistake that reaches the customer.
At the right stage
Orders reach the “Order approved” stage with their documents ready to generate, so paperwork never runs ahead of approval.
Your templates
We set up the documents your process needs during onboarding, in your format.
How it looks in practice
Commercial approval comes through for a 155 Mbps link. The order moves to “Order approved”, and its documents are generated with the customer, service and bandwidth already in place.