Customize this golf invitation template for any event your business hosts. This template allows you to create hundreds of custom invitations at once (and if you leverage our mailing labels template, you can easily create printable mailing labels for those same contacts).
Output type: PDF
Download this template in 2 easy steps. For more detailed instructions, click here.
You can't improve your business without talking to your customers. This customer survey template allows you to gather customer feedback so that you can continue providing outstanding experiences.
This case summary template is perfect for team meetings or reporting to customer service leads. With one click, you can create a summary document with all the details you need about your highest-priority cases. This template includes standard case fields like number, description, case owner, and contact information. It also pulls in Activity History and recent Chatter posts.
Creating personalized assets to send to customers is incredibly important, but it’s also extremely time consuming -- and when you have thousands of customers to communicate with, it quickly becomes impossible to handle manually. This welcome letter template can be used to show your customers that they are valued by your organization. This template can be easily set up to be automatically emailed to contact roles related to new accounts in your org -- freeing up customer service reps’ time to deliver on their promises.
This template leverages the Runtime Prompts feature and the RENDER feature in order to create a dynamic document whose output varies based on input gathered from the user immediately prior to document generation. In other words, when the user decides to generate this document, they will be prompted to fill out a form, and the answers provided in this form are used in the template as merge fields. This is the case for any template leveraging the Runtime Prompts feature.
More specifically, when a user decides to generate this document, that user will be prompted to select from a list of boiler parts that need to be replaced. Once the user makes their selection, the selected parts are merged into the final document as a bullet-delimited list. Additionally, whenever the user generates this document, the user will be prompted for a return date (if applicable) and whether the customer has decided to repair the boiler themselves; depending on the values provided, certain sections will appear. For example, if the user confirms that the customer has decided to self repair, the final document will include a recommendation for a home repair guide intended for customers who've opted to repair their boiler themselves.
Output type: PDF
Download this template in 2 easy steps. For more detailed instructions, click here.
Founded in 2010, the S-Docs team is led by a former Director and Technical Architect from Salesforce and is comprised of experts in Salesforce and document solutions. S-Docs is now used by thousands of global subscribers from all industries with a multitude of use cases, but they all share one key theme: The need for a powerful yet easy-to-use native solution. We are proud that they have made us the #1 native document generator and e-signature solution and put us in the top 1% of all apps on the Salesforce AppExchange.
© 2024 S-Docs Inc. All Rights Reserved | Privacy