Voters 2
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C
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2
Letter Generator
- Live
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C |
Crystal Franklin |
Have a way to use form to create letter generations. I am have a business services company and we create business plans and other documents for our clients and it would be nice to have a template and the info can pull from the system and generate a document
Activity Newest / Oldest
Mike
Status changed to: Live
Mike
Hi Crystal, this is currently possible using our Dynamic Documents functionality. You can just use the functionality described here: help.suitedash.com/article/49-document-templates but, choose to not require signing. Then you can merge the inputs from a Form, for example with the Document Template and the result is what we call a Dynamic Document.