Dynamic Templates

Document Generation


Use Octiv’s user-friendly Dynamic Templates to automatically assemble personalized and accurate documents for each individual recipient. These pre-built Templates in your account give your users a starting point for any document they create. Template managers can use easy-to-configure template-building tools to build content and document rules.

Key Capabilities:

  • Pre-select the appropriate template based on CRM data.
  • Populate documents with data from multiple data sources (CRM, CPQ, Forms).
  • Build logic rules to determine when content should be included.
  • Lock down content or give users the ability to further customize their documents.
  • Embed rich media and web forms.
  • Set expiration dates.
  • Add security by enabling access codes.
  • Add reminder tasks for your users.
  • Require internal document approval.
  • Set download capabilities and PDF styling rules.
  • Apply custom branded themes to control look and feel.
  • Add call-to-action buttons that allow a recipient to electronically sign or ask a question.
  • Designate signature workflows.
  • Add post-acceptance workflows to collect additional information from a signer or send data back to CRM.

Pull from Salesforce into Documents


Pull from Salesforce into Documents

Push from Documents into Salesforce


Push from Documents into Salesforce

Auto-Select Based on Salesforce Field


Auto-Select Based on Salesforce Field

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Want to learn more about document generation?

Download the Document Generation datasheet now.