Docs Integration / feature

LarsJohnsen

Hi! I see that worksuite uses some form of form editors like TINYMCE or SIMPLEMDE. But after talking to some companies, they are all using google docs to create, share and distribute information between them. Then I thought why not make a feature in worksuite where you use the API from google developer to directly integrate google docs into worksuite? This way, we are reducing the strain of using multiple programs at once, and it's also a great way to collaborate with teams/employees. This is more of a "Notion" way of using a CRM, but every feature counts 🙂

abhinav-froiden

LarsJohnsen

Thanks for the suggestion.
Please explain how do you want this integration in worksuite.

Daataadirect-UK

Can we say Google sheets should be in worksuite CRM to collaborate with other companies and clients. As these days mostly all used Google sheets to share data etc

LarsJohnsen

Hi abhinav-froiden

So I was thinking by using the premade data tables that come with Worksuit, it's quite easy to modify and add the corresponding names.

With integration, I have looked up Google API and they have the possibility to integrate this with the use of an API.

I have also sketched out the layout to make it easier to understand.

And if users want to create a doc that they are going to use for example in the contracts section, they could easily with a click transfer the file or the content into the contract section.

Or mark a document for a specific client.
Or share the document for a client in their dashboard

And for Google sheets, this would be the same procedure.

Just some thoughts

Daataadirect-UK

Hi Abhinav,
Please read below blog. Zoho has more features as compare to Google sheets and free as well, it's better to integrate Zoho sheets as well in your CRM, so team members can work live on same sheet.
https://zapier.com/blog/best-spreadsheet-excel-alternative/
https://www.zoho.com/sheet/