Sample Templates

Sample templates can also be found in the New Template tab.

You can use a sample template to quickly test document generation without having to create a template from scratch.

You can also use a sample template to jumpstart creating your first own template.

Currently, we have one available sample template: Simple Quotation (linked to Opportunity). It is a standard template with no e-signing.

When selecting a sample template, a preview of the layout can be seen on the right-hand side, as well as the main Salesforce object.

This template can be configured further and is a good starting point to try out the Template Builder. For further configuration, we recommend the following articles:

• Blank Standard Template and Settings

• Save and test the template