Category

Templates

Templates: Finance
January 24, 2018

Business Check

Output Type PDF Industry Financial Services Category Finance Click here for instructions on how to…
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Templates: Marketing
January 24, 2018

Golf Invitation

Output Type PDF Category Marketing Click here for instructions on how to import and use…
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Templates: Customer Service
January 24, 2018

Boiler Inspection Follow-up Letter

Description This template leverages the Runtime Prompts feature and the RENDER feature in order to create a dynamic document…
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Templates: Sales
January 24, 2018

Opportunity Summary

Description Opportunity Summary w/ Chatter Output Type PDF Industries Communications Financial Services Manufacturing Professional Services…
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Templates: Sales
January 24, 2018

Team Pipeline Report

Description For each opportunity owner in your org, this document displays a table in with…
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Templates: Sales
January 24, 2018

Quote – By Product Family

Description Example of a quote, grouped by product family Output Type PDF Industries Manufacturing Financial Services…
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