After creating the template, you can then create a document for the Deals/Tickets that have been created. Here are the steps to create an automatic document that you can do.

1. Click the Deals menu.
2. Then click the deal number whose document you want to create.
   
3. Make sure the properties field in the Deals/Tickets menu which becomes the Variable ID in the document template that has been uploaded to the CRM system is completely filled, then click "Save".
   
   
4. After confirming that the data on the Deal has been saved in the CRM system, you can continue to create the document automatically by clicking "Create Document".
   
   
5. Then, you will be directed to the next page as shown in the image below. This page is intended for selecting the desired uploaded template and checking whether the Variable ID can be filled in according to the data entered in the CRM System. If the data is correct after verification, click "Create/Update".
   
6. After that, the document will be created automatically according to the selected template and its contents are in accordance with the data previously inputted in the CRM system. On this page, CRM users can do 2 things, namely directly viewing and saving the document to the device by clicking "PDF" to download it in PDF format, or by checking it first, by clicking the "Eyes" icon to preview the document.

   

7. Here is the result of the document that was created automatically.
   
   

8. The following is the result of a document that is created automatically by clicking the "Eyes" icon to preview the document.