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Documents module

Contracts and invoices from your own template

The CRM fills your Word template with deal data and numbers it in sequence. The document stays next to the deal.

Try for freePrice and terms

2 900 ₸ per month · 14 days free

In brief

The Documents module in SotaCRM, a cloud CRM for businesses in Kazakhstan, builds invoices, contracts, completion certificates and other documents from your Word (.docx) templates. The CRM fills the template with customer and deal data, numbers the document in sequence and saves it next to the deal. On Start and above, an automation can build the document, for example after a payment through Kaspi Payments or for a new website lead. The module costs 2 900 ₸ per month (prices as of 4 October 2026).

per month, can be included in the price on Pro and Business
2 900 ₸
Word templates you already use
.docx
document numbers run in sequence
No. 47 → 48
of free trial on a paid plan
14 days

How it works

How the CRM builds a document

You prepare the template once, and then the CRM fills it in on its own.

Contract.docx

Contract No. 47

dated 14 October 2026

Customer
Example LLP
Subject
Equipment installation
Amount
350 000 ₸
Term
10 business days

Numbered in sequence, document saved in the deal

data from the deal · Sample contract · demo data

  1. Upload a Word template

    Your invoice, contract or completion certificate in .docx format, marked with where each piece of data goes.

  2. The CRM fills in the data

    Customer and deal data go into the marked places.

  3. The CRM adds a number

    Numbers run in sequence across all documents.

  4. The document sits next to the deal

    The finished document is stored next to the deal, so nobody has to search for it in email.

What you can build

The documents you already keep in Word

Any document with a .docx template will do.

  • Invoice

    With your company details and the deal amount.

  • Contract

    With customer data and a sequential number.

  • Completion certificate

    The closing document for a deal.

  • Commercial proposal

    With prices and terms for the customer.

  • Specification

    A list of goods or work attached to a contract.

Automation

The document appears when you need it

On Start and above, an automation builds a document when an event happens. Two examples with other modules after setup.

Automatically after setup

  1. Kaspi Payments

    The invoice is issued from the deal

    A manager, the AI assistant or an AI agent does it.

  2. Kaspi Payments

    The payment arrives

    Kaspi reports the payment, and the CRM marks it in the deal.

  3. Documents

    The CRM builds a document

    An automation fills your template and saves the document next to the deal.

What you need

The Kaspi Payments and Documents modules, a Word template for the deal and an automation that builds a document after payment.

Two more options

A document can be built at a deal stage: the deal moved to the stage where a contract is needed, and the CRM built it. Company details loaded into the CRM from 1C:Fresh can also go into the template.

The 1C:Fresh module

Who it suits

Who needs the module

Anyone who sends customers invoices, contracts and completion certificates.

  • Services and B2B

    A contract and a completion certificate for every deal without copying company details.

    CRM for services and B2B

  • Shops and wholesale

    An invoice and a specification for a buyer's order.

    CRM for a shop

  • Agencies and project teams

    A commercial proposal and a contract from one template for all managers.

    All industries

Price

What the module costs

On Pro and Business, the module can be one of those included in the price.

2 900 ₸

per month

The first 14 days are free on a paid plan, once. During the 30-day free trial after sign-up, the module is open together with the others.

Prices as of 4 October 2026, not subject to VAT

All plans

In the plans

  • StartYou pay 12 900 ₸ for the plan and 2 900 ₸ for the module.
  • ProThe module can be one of the two included in 39 900 ₸.
  • BusinessThe module is included in 89 900 ₸ with the others.

Getting started

What you need to launch

Your Word templates and the connected module.

  1. Connect the module

    On a paid plan, the first 14 days are free.

  2. Prepare the templates

    Mark the places in the .docx where the CRM should insert data.

  3. Set up automation

    If you need a document when an event happens, for example after payment.

Our specialist can set up the templates. The Standard implementation package (up to 30 people) includes 2 templates: an invoice and a contract or completion certificate. The Business package (up to 50 people) includes 5 templates.

Implementation packages

Free trial

Build your first contract for free

For 30 days after sign-up all modules are open. Upload your own Word template and build a document from a deal.

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30 days free, no card required

Questions

Questions about the Documents module

Word (.docx). In the template you mark the places where the CRM inserts customer and deal data.

Yes. The CRM numbers documents in sequence, with continuous numbering.

Yes, on Start and above. An automation builds a document when an event happens, for example after a payment through Kaspi Payments or for a new lead from a website form.

Yes. The Standard implementation package (up to 30 people) includes 2 templates: an invoice and a contract or completion certificate. The Business package (up to 50 people) includes 5 templates: invoice, contract, completion certificate, commercial proposal and specification.

2 900 ₸ per month, prices as of 4 October 2026. On Pro, Documents can be one of the two modules included in the price; on Business all five modules are included in the plan.

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