Name of Feature/Request: MERGE FIELDS
What financial, time savings, or quality of life improvements will occur from this: 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.Things to Consider: Suggested Alternative Solutions: Original Description: Hi Krishy, Can you find out what it would cost for DBI to sponsor the ability to make custom fields available as merge fields either in FORMS or TASKS. I’d like to be able to create documents (for filing with the State of Delaware) from custom fields that already exist. Thanks,Russ | Frequency: Everyday
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hi Krishy, Can you find out what it would cost for DBI to sponsor the ability to make custom fields available as merge fields either in FORMS or TASKS. I’d like to be able to create documents (for filing with the State of Delaware) from custom fields that already exist. Thanks,Russ | Previously accomplished: Netsuite
StrivenID: 2963713