SMPL System Releases Document Generator History
Document Template Merge is among our SMPL clients' favorite tools. With just a few clicks, you can load a contract or other document for a person (lead/prospect/client) in your system - automatically populating all the personal merge fields - and then download and/or send it to your client. If you have an Adobe Sign account, you can even send it out for signature.
Click here to get a free online demo of SMPL System.
We are proud to announce an expansion of this document generator tool which allows you to quickly re-generate a previously-created document. No more tedious re-creation of the last document you generated; with this expansion you can easily recreate a previous contract injecting it into the WYSIWYG editor and make your small changes and regenerate.
To Access the New Feature:
- Go to any record and click on the document generator icon in the top right corner
- Click on the red icon to view your document history for this record
- Click on the button to fill the editor with this version of the document for generation
- Once in the editor, follow the same process you would with a newly generated document
