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Agreement templates with docHub Sign are powerful tools for creating scalable agreement workflows. They allow users to pre-define fields such as document names, expiration dates, messages, and security options. Users can also map data using merge and object mapping, associating it with templates for opportunities, accounts, contacts, or leads. Additionally, recipient definitions can be preset, and fields can be mapped to agreement fields, including predefined file attachments. Although setting up agreement templates requires time and expertise, the process is guided by docHub's template experts. To start, access the app launcher, click on view all, and select docHub Sign for Salesforce.
