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Save Salesforce Proposal Template in PNG

Save Salesforce Proposal Template in PNG

Aug 6th, 2022

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How to Save Salesforce Proposal Template in PNG

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DocHub templates streamline the creation of frequently sent, similar documents like proposals, contracts, and agreements. By utilizing autofill tokens, highlighted in templates, users can automatically merge data from their CRM, ERP, or other backend systems, significantly reducing document preparation time. Custom tokens can also be created for specific needs. When generating documents through CRM or ERP, these tokens are filled with relevant system data. Additionally, DocHub offers the ability to define roles and include actionable fields within templates, enhancing functionality and efficiency in document generation.

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