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Documents & files

Genipy and Google Docs

Proposals, order forms and account plans generated in Google Docs from your deal details, in the internal tools your team shares on Genipy.

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About

What is Google Docs?

Google Docs is Google’s online word processor, part of Google Workspace. Several people can edit the same document, leave comments and go back to earlier versions. Teams use it for proposals, order forms, account plans, call notes and mutual action plans, often starting from a template. It falls short when a whole team runs a process on it. Reps copy and paste numbers from the CRM by hand, which invites typos, and every rep ends up with a slightly different copy of the template. A dedicated internal tool can fill the document from the deal itself and keep one approved template.

Use cases

What you can do

  • Generate a proposal or an order form from the team template, filled with the deal name, products, dates and agreed terms.
  • Create an account plan document for each strategic account, with the same sections for every rep and manager.
  • Turn call notes into a recap doc with next steps and owners, ready to send to the buyer after the meeting.
  • Build a mutual action plan for a deal, with milestones and dates, and share it with the customer’s champion.
  • Keep one approved template for quotes and SOWs, so the whole team stops working from drifting copies.

Setup

How it works

Google Docs connects to Genipy through Google sign-in: an admin of your workspace does it once, on the Integrations page, then chooses which tools may use the connection. A sales manager can then ask your AI for a tool such as: “Build a proposal generator. I enter the account name, products, term and discount, it fills our proposal template and gives me a doc to review.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. If a new version misbehaves, you roll back to the previous one in one click. Invite the team by email as Viewer, Editor or Owner. Reps stop copying numbers by hand, and everyone works from the same template.

Questions

Genipy and Google Docs FAQ

What teams ask before they connect Google Docs. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the Google Docs integration in Genipy?

Teams build tools that generate proposals and order forms from the team template, create an account plan with the same sections for every strategic account, turn call notes into a recap with next steps and owners, and build a mutual action plan to share with the customer’s champion.

02Why use Genipy with Google Docs instead of writing in Docs directly?

In Docs alone, reps copy numbers from the CRM by hand and each keeps a slightly different copy of the template. A Genipy tool fills the document from the deal details and works from one approved template, so proposals look the same and fewer typos creep in from retyping.

03Can a Genipy tool create and fill Google Docs documents?

Yes. A tool your team builds creates a document from your template and fills it with a deal’s name, products, dates and terms. Where the deal data comes from depends on the other tools you connect, such as your CRM. The tool can also keep its own records, like which proposal went to which deal.

04How do we connect Google Docs to Genipy?

An admin of your workspace connects Google Docs once, with Google sign-in on Genipy’s Integrations page, and Genipy checks the access with Google before saving it. The admin then chooses which tools may use it. Genipy gives your AI the setup link.

05Who can see and do what in a Docs tool?

The tool is private by default: only people you invite by email can open it, as Viewer, Editor or Owner, and the server enforces those roles. Viewers can read, while creating a document takes an Editor or an Owner. The Google sign-in tokens stay encrypted on Genipy’s servers, never in the tool’s code or in front of your team.

06Who can open the documents a tool creates?

Whoever the document is shared with in Google Docs. As with any other doc, owners choose who can view, comment on or edit it, and the tool’s own roles do not replace those settings. Your rep reviews the result in Google Docs and shares it with the buyer only when it is ready.

07Can we get back an earlier version of a generated document?

Yes. Google Docs keeps a version history, and people with edit access to a document can open it, pick an earlier version and restore it. They can also name versions. Without edit access, the history is not visible. This is how Google Docs works, whether a person or a Genipy tool created the document.

Integrations

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