How to Automatically Generate Documents (Offers, Contracts, Invoices)

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In this video, we will show you how to automatically generate documents such as offers, contracts, or invoices. We will set up an automation that takes data already entered in your CRM system, project management system, or other databases, then automatically inserts this data into a document template. In practice, it works like this: when we change the status of your deal in the CRM to the offer stage, the completed offer will automatically appear as a file attached to that deal. To build our automation, we will use Make.com, which is a tool for automating tasks between different apps.

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Make.com is a platform that allows you to automate tasks by connecting different apps and services. You can create workflows, called scenarios, that automatically perform actions for you, like moving data from one app to another. You can create these workflows in Make.com without needing to code. For example, you can set up a scenario to automatically send alerts to your team or create tasks in your project management app, all without manual intervention. It's useful for automating repetitive tasks, improving efficiency, and integrating various tools you use.