Design & Manage
Design bespoke templates with our on-platform drag & drop document builder.
- • No need for third-party word processors
- • All stored and rendered on-platform
- • Pull in data from Salesforce into your documents
Reuse & Maintain
Create reusable components that can be used across all your templates.
- Updating a component updates all templates •
- Dynamically render any part of the document •
- Version control across all your templates •