We listened to your feedback, and today we're excited to introduce one of our most requested features: Automated Document Generation. Say goodbye to manual document creation and hello to efficiency.
How It Works
Our new document generator integrates seamlessly with your existing Corteksa data. Simply select a template, choose your data source, and generate professional documents in seconds.
Dynamic Templates
Create reusable templates with dynamic fields that automatically populate with your CRM data. From proposals to contracts, invoices to reports—everything can be templated.
Template features include:
- Variable placeholders: Insert any CRM field dynamically
- Conditional sections: Show or hide content based on data
- Calculated fields: Automatic totals and formulas
- Rich formatting: Full control over styling and layout
Brand Consistency
Upload your brand assets once and apply them across all generated documents. Maintain consistent branding without the tedious manual formatting.
- Logo placement and sizing
- Color scheme application
- Font standardization
- Header and footer templates
Keep your brand consistent across all documents.
Approval Workflows
Route generated documents through approval chains automatically. Set up custom rules based on:
- Document type: Contracts vs. proposals vs. invoices
- Value thresholds: Different approvers for different amounts
- Customer tier: Enterprise clients may need extra review
- Any custom criteria: Your rules, your workflow
Getting Started
The document generation feature is available now for all Business and Enterprise plan customers. Navigate to Settings → Documents to upload your first template and start generating.
What's Next
We're already working on e-signature integration and bulk document generation. Stay tuned for more updates in the coming weeks.
Questions? Check out our documentation or contact support.