Free Document Templates

Download any of these free templates, modify, and upload to Salesforce™ Files for use in iDialogue document generation and eSign workflows.

Opportunity eSign Quote Template

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.

Health Cloud
Healthcare HIPAA Agreements and Offer Letters for Volunteer, Employee and Vendor Onboarding

HR and contract templates to help healthcare organizations facilitate on-boarding of volunteers, employees, care providers and vendors. The templates merges candidate, job offer and vendor information to generate PDF documents for eSignature. 
  • Employment Offer Letter  
  • HIPAA Employee Confidential Agreement
  • HIPAA Business Associate Agreement​

​Financial Services (Financial Services Cloud)

​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.

NonProfit Sucess Pack
Donation Acknowledgement Letters & Receipts - (Nonprofit Success Pack)

  • Acknowledge charitable donations with personalized letters and receipts.
  • Summarize all annual donations into a year-end receipt for use in claiming tax deductions.
  • Pre-Integrated with Salesforce™ Account Households, Contacts, and Opportunities.​

​Business Templates

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. 

​Employment & Human Resources Templates

Hiring and onboarding made easier with our frequently used templates for employment and human resources.
  • ndependent Contractor Agreement
  • Employee Non-disclosure Agreement
  • Employee Performance Appraisal
  • Medical Dental Vision Waiver & Salary Reduction Agreement
  • Drug and Alcohol Testing Consent
  • Background Check Authorization Form 
  • Credit Report Authorization
  • Employment Application
  • Employment Verification
  • Employment Offer
  • W4 Tax Withholding Certificate
  • W9​ Tax Payer ID Form
  • I-9 Employment Eligibility Verification 
  • Direct Deposit​ Form
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