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Merges standard Opportunity fields into a Word document for use in PDF generation.

Renders a table of Opportunity product line items with columns for description, quantity, unit price and total price.

eSign support for a contact signer and internal user counter-signer.

Suggested customizations:
• Add a unique quote ID from an Opportunity field.
• Add a personalized message from the Opportunity record owner
• Add formula field for "Quote Until Date"
• Add dynamic clauses based on shipping address.

​Use this template on Person / Household Accounts in Financial Services Cloud (FSC). Itemizes a table of all financial accounts associated with a household.

Suggested customizations:

• Summarize client financial positions. Generate personalized PDFs with one-click
• Add inline, personalized investment advice in wealth management statements.

Download these frequently used business templates and contracts that work in conjunction with our eSignature features to make contract signing a breeze.

• Non-Disclosure Agreement (NDA) - A contract through which the parties agree not to disclose information covered by the agreement to protect any type of confidential and proprietary information or trade secrets.
• Master Service Agreement (MSA) - A contract in which the parties agree to most of the terms that will govern future transactions or future agreements.
• Statement of Work (SOW) - A contract that appends to the Master Service Agreement that details the work to be performed. Merge project specific information from Salesforce™ records such as project resources and project description.