Dynamic Templates

Document Generation


Use Octiv’s user-friendly Dynamic Templates to automatically assemble personalized and accurate documents for each individual recipient. Template managers can use easy-to-configure template-building tools to set up dynamic content and pull/push data from other data sources, without requiring the need to write code/script to automate the document creation process.

Key Capabilities:

  • Point-and-click interface to add CRM variables and complex logic to documents
  • Auto-select template based on CRM field values
  • Dynamic content that shows/hides the most-up-to-date materials
  • Templates built for a stage or need
  • Ability to pre-select the appropriate template in CRM based on specific selling situations
  • Support for pulling/pushing data from multiple data sources (CRM, CPQ, forms)
  • View a list of available CRM variables (standard or custom) as you build your templates
  • Templates can be scheduled to be published or expired to go live with new or existing campaigns
  • Rich media support (video, audio, maps)
  • Embedded web forms
  • Apply tasks, approval and signature workflows at the template level

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

Dynamic Template Created with Variable Data


Dynamic Template Created with Variable Data

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