Scenarios
Sales & Contracts
Proposals, quotes and contract delivery packets.
Best for: Sales, presales, sales ops
salesRunnable
Proposal generator
Generate a proposal, number pages and archive to PDF/A.
financeRunnable
Quote generator
Generate a quote from variables and archive to PDF/A.
salesRunnable
Contract delivery packet
Merge, number, watermark, protect and deliver.
salesRunnable
Contract signature block
Add a signature block, DRAFT watermark and archive to PDF/A.