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One click to generate letters, emails, proposals, account plans, contracts and more!
CloudDoc features include:
- Easy to use point and click document and email template editor – allows any user to create templates quickly and easily
- Intelligent Template Recognition – only see templates that are relevant to where you are in Salesforce.com rather than all templates in the system
- Review and edit the merged document or email before you email or print it
- Automatic storage of the final version of the document or email in the Account, Contact, Opportunity, Case or Custom object of choice ensuring your customer history is up to date and accurate.
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