Business documents generated from maintained records.
Create or link Google Docs from selected FollowIncome records with explicit templates, field mappings and destination folders.
Connection requirements: An account with permission to authorize the documented connection scope.
Related searches: Google Docs document automation, Google Docs business integration, generate Google Docs from business data
Create documents from templates
Merge selected customer or project fields into an approved document template.
Link working documents
Keep the authorized Google Doc reference beside the project that uses it.
Review generated content
Require a document preview before sharing or sending externally.
Frequently asked questions
How does the FollowIncome Google Docs plugin work?
Create or link Google Docs from selected FollowIncome records with explicit templates, field mappings and destination folders.
What does the Google Docs connection require?
An account with permission to authorize the documented connection scope.
How do I add the Google Docs plugin?
Choose Continue with Google Docs, then create an account or sign in to review setup and permissions.
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