Introduction to Office Output templates

Benefits of using Office Output:

• Easy template set-up: You can use your existing Office templates directly; no need to recreate your templates in another format.

• Manage your templates effortlesly: Updating your Office template is easy and managed straight in your Office application. If you choose to leverage our Sharepoint integration, you can store your Office templates in Sharepoint for easy access.

• Merge in Salesforce data: just like with an online template, you can pull in any required data from Salesforce to your template.

• Powerful formatting and editing: The Office editing tool is more flexible for users to customize the documents and achieve extremely sophisticated design results. Also, it can be elevated with search-and-insert file Clauses through the Dynamo Add-in.

• Collaboration: Using Sharepoint integration, save the generated document to Sharepoint and enable the team to collaborate on the document in real time, using the familiar Office commenting and @ tagging features. Or leverage our powerful collaboration orchestration tools (read below).

• Extensive office functionality: Use Excel calculations, add graphics with PowerPoint, etc.

• Similar capability to online templates: Office Output enables users to utilize most of the capabilities available with online templates, such as incorporating Clauses, setting up conditional content, and defining a process for sending generated and edited documents via email. Various content commands are available to create complex layouts such as the repeat command that allows creating nested tables.

• You can choose to save your Office Output document as PDF if you wish to.

• You can build an end-to-end business process by coupling your Office Output template with our collaboration tools; read more below.

Main limitations of Office Output vs using an online template:

• No out-of-the-box Salesforce two-way data updates: Unlike using online templates, Office Output does not provide out-of-the-box functionality for automatically updating the template with the latest data from Salesforce or updating Salesforce data based on data points in the template.

• No interactive data collection: Office Output does not support interactive data collection from external parties, such as sending out forms for recipients to fill out and automatically updating relevant Salesforce fields with the collected data.