Yes. Google Drive is built into Krokul CRM and holds the deal documents. Every deal gets a Drive folder, and each invoice, quote or contract you issue in Krokul is saved there as a PDF. Files you pick from Drive attach as links, and a document also opens as a Google Doc for editing.
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A deal gets its folder inside the Krokul CRM folder in Google Drive the first time a document is saved or someone opens its Drive tab. The link sits in the attachments, and every colleague with access to the deal opens the same one.
When a manager issues an invoice or signs off a contract, Krokul renders the printed form to PDF and saves it in the deal folder with the document number in the file name. A new version adds a new file and keeps the earlier one, so the folder shows what the client received and when.
A colleague keeps drawings in a project folder. In the deal, the Drive picker shows that person’s files, and the chosen one attaches to the deal as a link with its title. Google grants Krokul access to that file only.
From the document card you export the printed form into Google Docs to edit wording with the client. A second export opens the same Doc; a new version appears only when you ask for it.
| Google Drive | Direction | Krokul | When |
|---|---|---|---|
| Folder inside the Krokul CRM folder | Krokul → Google Drive | Deal; link in the attachments | First document or first opening of the Drive tab |
| PDF file in the deal folder | Krokul → Google Drive | Issued document (invoice, quote, contract) and its versions | A document is issued or gets a new version |
| File chosen in the Drive picker | Google Drive → Krokul | File link on the deal or contact | A user picks the file |
| Google Doc | Krokul → Google Drive | Document (printed form) | Export from the document card |
| vCard file | Krokul → Google Drive | Contacts of the current selection | Export from the contact list |
Yes. Drive is built in. Each deal has a folder, issued documents are saved there as PDF, and you attach Drive files to deals with the Drive picker.
No. Krokul uses the Google permission for files it created and files you choose in the picker. The rest of your Drive stays closed to it.
The person whose Drive holds it. That person shares the folder with clients or colleagues through Google Drive sharing; Krokul never makes a folder public.
Krokul saves a new PDF next to the previous one, so both versions stay in the deal folder.
Krokul works only with files it creates and files you pick in the Drive picker. The rest of your Drive stays closed to it, and sharing a folder with a client is done in Google Drive.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
Request received. We reply to your email.
Google Drive is a trademark of Google LLC. Krokul is not affiliated with Google.