Lightning-Fast Templates, Designed for Your Workflow
Build templates in your browser and generate documents wherever you work in Salesforce.
Drag-and-Drop Blocks
- Quickly drag blocks such as sections, text blocks, headers, tables, and more.
- Style individual items or universal template blocks.
Cloud Asset Manager
Use assets in single or multiple templates.
Dynamic Child Records
Use lightweight syntax to reference Salesforce data — no queries or reports necessary.
Easy Form Capture
Drag form capture blocks and gather applicable information during the eSignature process.
Simple Signature Placement
Insert signature blocks wherever you need them — fully customizable to match your style.
Simple Data Integration
Use familiar formula syntax to pull in Salesforce data with ease.
Robust Editing
Quickly manipulate, clone, and reposition blocks to make changes fast and efficient.
Flexible Styling
Customize styling at a granular level to create pixel-perfect documents.
×