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Create save contract to PDF tool and expand the merge tool to infinite possibilities

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Moraes

With save to PDF we could use the merge tool to create all kind of docs right from my contacts, not only contracts. Petitions, receipts, letters, proposals, reports, memos etc

Also sometimes we just need to read, share, proof read, save and even print the document before sending it to be signed.

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Mike

Document Templates now have the ability to remove the signature requirement which means you can use them as the Template to generate any type of document, just like you describe. We call these Dynamic Documents.


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Mike

Status changed to: Live