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NG CRM
Documents

Your Word template, filled with data from the CRM.

Legal and marketing write the template in Word, the way they already do. NG CRM fills it with data from the quote, the customer and the legal entity and produces PDF and Word. An issued document never changes — it is cancelled or copied.

  • Word templates with fields
  • PDF and Word
  • IPS QR on pro-formas
  • Letterhead per legal entity
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Interface illustration with sample data
Capabilities

The documents sales sends every day

No copying from a spreadsheet into Word and no spelling out amounts by hand.

  • Available

    Word (DOCX) templates with fields

    Fields for customer, quote and line data, repeating rows for line items, conditional sections and fields the user fills at issue time. Amounts in words are written automatically.

  • Available

    Template check on upload

    A template is validated as soon as it is uploaded, so a broken field shows up immediately — not on a document already sent to a customer.

  • Available

    PDF and Word output

    LibreOffice produces the PDF on the company’s server, without sending the document to the internet. If the template says so, Word is kept alongside the PDF, for when the customer needs an editable copy.

  • Available

    Ready-made templates

    Quote, pro-forma invoice, sales contract and reservation. The quote and the pro-forma carry an IPS QR code, so the customer pays by scanning it in mobile banking.

  • Available

    Letterhead per legal entity

    Header, footer, bank accounts, signature block and print language are set per legal entity. A company with several entities sends each document on the right letterhead.

  • Available

    Numbering per document type

    Each document type has its own number series. An issued document is immutable: a correction means cancelling or copying it, so the trail stays complete.

All capabilities listed are part of NG CRM. Anything that depends on your external accounts, such as a Microsoft 365 or Google calendar, is enabled during onboarding.

How it works

From template to the customer’s inbox

The template is made once; every document after that comes from data already in the system.

  1. 01

    Template

    A Word document with fields, repeating rows and conditional sections. Uploading checks the fields straight away.

  2. 02

    Letterhead

    Header, footer, accounts and signature block for each legal entity.

  3. 03

    Issue

    The document takes a number from its type’s series and is filled with data from the quote, customer and legal entity.

  4. 04

    Send and keep

    PDF and Word go to the customer, and the issued document stays immutable next to the quote and customer.

What changes in practice

The template stays in Word

There is no separate editor to learn. Whoever edits the contract in Word today keeps doing so — only now with fields instead of retyping.

Documents stay in-house

PDF conversion runs on a server belonging to the NG CRM installation, without internet access. Quote content is not handed to an outside conversion service.

Pay by scanning

The IPS QR code on the pro-forma carries the payment details. The customer does not retype them, so there is no wrong payment reference.

Frequently asked questions

Do I have to rebuild my existing templates?

Templates stay Word documents. Fields replace the places where data is typed by hand today, and repeating rows and conditional sections cover line items and optional clauses.

Does the pro-forma invoice have a payment QR code?

Yes. The ready-made quote and pro-forma templates carry an IPS QR code, so the customer can pay by scanning it in mobile banking.

Can a contract be signed electronically in NG CRM?

No. NG CRM has no electronic signature or seal. A contract is issued as PDF or Word and signed outside the system.

What if the company has several legal entities?

Each legal entity has its own letterhead — header, footer, bank accounts, signature block and print language — so a document carries the details of the entity issuing it.

Related

Want to see how this looks in NG CRM?

We will show you in a demo, on examples from your own sales. No obligation.

Book a demo