Can I build contracts from reusable templates?
Yes. Reuse document templates and populate supported fields from the related CRM record, so the starting point does not need to be recreated for every client.
Templates give your team a repeatable starting point for agreements that follow the same structure.
Start with a reusable document
Create and reuse the document structure your team needs, then prepare it for the client or deal it belongs to.
Use connected record details
Supported client, deal and document fields can be brought into the document from the records already connected in Heffl. Review the finished document before sending it.
