Do you offer flexible document templates such as proposals, contracts, BEOs, pro formas, and deposit forms?
By Thynk· Published · Updated
Yes. Word-based templates for proposals, contracts, BEOs, pro formas and deposit forms output to PDF, Word or URL e-documents whose selections feed back into Thynk, all within Salesforce.
Full answer
Yes. Thynk offers flexible Word-based document templates for proposals, contracts, BEOs, pro formas and deposit forms. Documents can be produced as PDF, Word or a URL e-document.
URL e-documents can include dynamic options and selections in a form, which feed straight back into Thynk, and templates support dynamic and conditional images and fields. Everything is embedded in Thynk on Salesforce, so document data stays within the platform.