Templates

Using templates A document/file that can be added to a DocGen Package. Data can be filled into the document/file. are a great way to customize and create consistent documents. Customize templates to fit your business needs and use them for documents that you plan to send often such as sales quotes, offer letters, non-disclosure agreements, and more. Simply create templates and upload them to your DocGen Packages A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. to quickly generate documents with ease.

Note: For information regarding the Template Gallery, and how to use built-in templates, refer to the Template Gallery topic.

See the following topics for more information: