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Posted by Yasmin Mcgee
Latest activity: Jan 12, 2024
DocSales Templates: How Personalized Can You Get?
Hi there, fellow users! I'm just getting started with DocSales templates, therefore I'm interested in seeing how customizable they may be. Any original ideas or advice on how to modify contracts and proposals so they leave a lasting impression?Y
Latest activity: Jan 12, 2024
DocSales Templates: How Personalized Can You Get?
Hi there, fellow users! I'm just getting started with DocSales templates, therefore I'm interested in seeing how customizable they may be. Any original ideas or advice on how to modify contracts and proposals so they leave a lasting impression?
Posted by Mauricio KigielaJan 8, 2024
Hey Yasmin,
I'm the CEO & Founder at DocSales. Thanks for your message. There are 2 ways to manage Templates with DocSales, Using the module ZERO CLICK, you set-up the document template on Google Docs or Google Slides, with all their graphic resources. This module requires an CRM integration and we automate the way you generate the document, by just dragging the opportunity card from one stage to another one. And using the module DocGen, the template is managed by an online text editor, similar to Microsoft word. Please let us know if you have further questions.
I'm the CEO & Founder at DocSales. Thanks for your message. There are 2 ways to manage Templates with DocSales, Using the module ZERO CLICK, you set-up the document template on Google Docs or Google Slides, with all their graphic resources. This module requires an CRM integration and we automate the way you generate the document, by just dragging the opportunity card from one stage to another one. And using the module DocGen, the template is managed by an online text editor, similar to Microsoft word. Please let us know if you have further questions.
I
Posted by Inika RastogiJan 7, 2024
DocSales templates have been a savior for me in terms of personalization. The ability to create dynamic templates that adapt to different client requirements has significantly reduced the time spent on tailoring proposals.
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