Documents in ZoriCRM

In ZoriCRM, documents are organized by types. Each document type defines its structure, template, and the set of available variables.

This approach allows documents to be used both for standard scenarios and for business-specific processes.

ZoriCRM includes standard document types:

• - commercial proposal
• - invoice

They are available immediately after creating a company.

Each document type uses a template that defines the layout and structure of the document.

Templates can be customized and may include variables that are automatically populated from CRM entities.

Documents in ZoriCRM are generated using up-to-date data from the system.

Templates can reference variables from clients, companies, deals, and users, ensuring consistency and reducing manual data entry.

In addition to standard types, users can create custom document types.

This makes it possible to adapt ZoriCRM to internal company workflows without being limited to predefined scenarios.

Generated documents can be published via a link and shared with clients for viewing.

This simplifies document delivery and allows ZoriCRM to serve as a single source of truth for document versions.

Documents in ZoriCRM are always linked to specific clients and deals.

This makes it possible to:
- view document history per client
- track documents within a deal
- work with documents in the context of sales

To start working with documents in ZoriCRM:

1. Create a company and add clients
2. Set up deals and pipelines
3. Use standard or create custom document types
4. Create, send, or publish documents for clients