Document flow in CRM: contracts and invoices

Document flow in CRM eliminates the need to manually create contracts and invoices in Word for each client. Taska stores templates for contracts, invoices and acts, fills them with data from the transaction and client card in one click and keeps all documents linked to the client. Details and amounts are updated automatically, so there are fewer errors in the account number or TIN. Below we will analyze what pains with documents this solves and who is suitable for them.

Pains with manual contracts and invoices

The manager opens the previous contract in Word, changes the company name, TIN, amount and date - and somewhere seals it, leaving the details of the previous client. Invoices for payment are also collected manually, confusing the amounts in UZS and forgetting to update the number. Finished files are scattered across folders on the desktop, mail and Telegram, and before the transaction no one is sure which version of the contract is current. When a client asks for a copy, it takes half a day to find it, and the document itself turns out to be not tied to either the transaction or the client’s card.

What does the Taska document module provide?

Taska provides ready-made templates for contracts, invoices and acts, into which data from the transaction and client card are automatically entered in one click. Details, amounts in UZS, positions and dates are filled in without manual entry, and each document is linked to its own transaction and client. Before sending, the document is approved, and all versions are stored in a single repository with a history of changes.

• Templates for contracts, invoices and acts with auto-filling from the transaction
• Details and amounts in UZS are pulled from the client card without errors
• Each document is linked to a deal and a client and can be found in seconds
• Approval of the contract and invoice before sending to the client
• A single repository with version history - you can see which one is up-to-date
• Generating an invoice for Payme and Click payments directly from the transaction

Why link documents to a transaction?

When a contract and invoice are created from a transaction card, the manager spends a minute instead of half an hour and does not confuse the details of different clients. The entire history of documents for the client is collected in one place: you can see what was signed, what was issued and what was paid, without digging through folders and mail. Coordination before sending eliminates situations where the client received a draft with the wrong amount. The manager opens a deal at any time and sees the current version of the contract and the associated account.

Who is suitable for document flow in CRM?

The document module is useful for businesses where there is a lot of contractual work: services and B2B prepare contracts and acts for each client, wholesale companies issue dozens of invoices per day, construction companies manage contract agreements and specifications. Wherever a transaction is accompanied by paperwork, auto-filling from a client’s card saves hours and eliminates errors in details. Taska is suitable for both a small sales department and a company with a flow of documents for each transaction.

Sign up for a free consultation

Tell us what contracts and invoices you prepare most often - during a free consultation we will show you how Taska will collect templates, auto-fill from a transaction and a single storage for your business. We will prepare a turnkey implementation plan so that document flow in CRM will work for you in 14 days.