Can I create documents like contracts and agreements in Heffl CRM?
Yes, Heffl CRM allows you to create any type of document including contracts, work completion certificates, agreements, proposals, and more using our built-in document builder.
Heffl CRM's document creation capabilities empower you to generate professional documents:
Document Types
- Service contracts and agreements
- Work completion certificates
- Proposals and quotations
- Service reports and summaries
- Terms and conditions documents
- Custom business documents
Document Builder Features
- Drag-and-drop document editor
- Pre-built templates for common documents
- Custom branding and letterheads
- Dynamic field insertion from CRM data
- Digital signature integration
- PDF generation and export
Automation & Integration
- Auto-populate with customer data
- Workflow-triggered document generation
- Email documents directly to clients
- Store documents in customer records
- Version control and revision tracking
Professional Features
- Multi-language document support
- Legal compliance templates
- Approval workflows
- Document sharing and collaboration
