I’d like to be able to create document templates with customer fields and custom fields available as merge fields. The finished document would be created as a PDF and either printable or e-mailable. Esignature with multiple esignatures would be a bonus.
2 Likes
Thank you @russellmurray for this suggestion. I believe we have discussed about this during my meeting with you. =) I have created a task for this and I will keep you posted with updates through the discussion on the task. Have a great day! =)