Overview
In Copilot CRM, you can create professional, branded documents either from scratch or using a reusable template.
Document templates help you save time by automatically filling in customer and company information, while creating from scratch gives you full control over the content.
Option 1: Create a Document Using a Template
Navigate to Marketing > Documents from the left-hand menu.
On the right-hand side, you’ll see a list of available Document Templates.
You can use one of the provided templates or select one you’ve created.
Click on the template you’d like to use to open it.
Edit the document as needed — you can adjust the text, formatting, and add any additional Customer/Company Info Tags to automatically populate details when the document is sent or printed.
Example Tags:
{{CUSTOMER_NAME}}— Inserts the customer’s name{{COMPANY_NAME}}— Inserts your company name
Once complete, click Create Document to save your new document.
Your document will appear in the Document List.
Option 2: Create a New Document from Scratch
Go to Marketing > Documents.
Click + New Document.
Enter a name for your document and add your content in the text editor.
(Optional) Add Customer/Company Info Tags to auto-fill details when sending or printing.
When finished, click Create Document to save.
Your new document will now appear in the Document List, ready to be sent, printed, or edited later.
Use Case Examples
Create personalized service agreements or proposals.
Send seasonal announcements or promotional letters.
Generate recurring customer communications like renewal reminders or thank-you notes.