Office Hours: Streamlining Document Generation in Quivr CRM
Advisors spend countless hours preparing documents—investment policy statements, meeting summaries, estate plan reviews, client updates, and more. For many firms, the process is manual, repetitive, and time-consuming. But with the right tools and integrations, document generation can shift from a dreaded task to an efficient, scalable process.
In our latest Office Hours session, we explored how Quivr CRM users can leverage document generation tools, like Opero Documents, to create polished, client-ready materials directly from CRM data. The result? More time for client conversations and less time formatting Word docs.
Why Document Generation Matters
Document generation isn’t just about saving time—it’s about consistency and professionalism. When your materials follow a standard format, contain the right data, and match your firm’s branding, clients notice the difference. It also helps teams work together more efficiently, ensuring that whether a document is prepared by an advisor, a CSA, or an intern, it meets the same high standard.
How It Works in Quivr CRM
Quivr CRM acts as your single source of truth for client data. With an integration like Opero Documents, you can pull that data directly into templates for Word, PDF, PowerPoint, or Excel—no copy-pasting required.
Here’s what the workflow typically looks like:
Create or upload a template – This could be an IPS, meeting agenda, review summary, or any document you use regularly.
Map your CRM fields – Connect the fields in Quivr CRM (like client name, account balances, or meeting dates) to placeholders in your document.
Generate on demand – When it’s time, simply click to generate the document. Quivr CRM automatically populates the template with the right data, ready for review or immediate delivery.
You can also incorporate firm branding—logos, fonts, and styles—so that every document looks professional and consistent.
Real-World Use Cases
Document generation in Quivr CRM isn’t limited to one type of deliverable. Advisors are using it for:
Client meeting prep – Generating a one-page summary with account values, goals, and key discussion points.
Ongoing reporting – Sending quarterly or annual summaries with data directly from the CRM.
Estate plan reviews – Pulling beneficiary information, trust structures, and planning notes into a standardized report.
New client onboarding – Creating welcome packets that feel personal but require no manual assembly.
The Time Savings Add Up
For many firms, preparing a single client packet might take 30–60 minutes. Multiply that by dozens—or hundreds—of clients, and the hours quickly add up. With automated document generation, that time can shrink to just a few clicks.
More importantly, automation ensures data accuracy by pulling directly from the CRM. There’s no risk of typos from manual re-entry, and any changes in the CRM are reflected instantly in the generated documents.
Getting Started
If you’re already using Quivr CRM, you have the foundation in place. Pair it with a document generation tool like Opero Documents, create a few core templates, and watch the efficiency gains unfold.
Document generation is one of those features that once you have it, you can’t imagine working without it. It frees up time, improves accuracy, and helps deliver a consistently high client experience—exactly what Quivr CRM was built to do.
