Category: Document Generation
Creating budget proposals is often a tedious task that requires planning, attention to detail, and effective communication. We’ve created a general guideline for you to reference when creating your budget proposals to help you get your budgets approved with little to no pushback. Let’s start with the basics. It’s important to start with understanding who your audience…
Whether you are buying or selling a property, it is important to have an understanding of what Pending and Under Contract statuses mean. These contract statuses, found in the real estate industry, provide more details about where the property is in the sales journey. Join us in our article to learn more about a property agreement’s different stages and what they…
As a marketer, it’s important to have a marketing proposal that will grab the attention of your potential clients in a few seconds. A marketing proposal is a document that outlines a marketing strategy and the services that you will provide to your client. It’s a crucial step in winning new business and building a long-lasting relationship…
What is a Notarized Letter? Notarized letters are documents that have been certified by a notary public. Notary publics are personnel authorized by the government to witness the signing of documents and verify the identities of the signatories. When your letters are notarized, the notary public will confirm the authenticity of the signatures and will ensure that…
What is a Letter of Intent? Letters of Intent are used to express interest for one party to enter into a business relationship with another. The letter will outline the basic terms and conditions of the deal and serve as the basic initial agreement before more detailed and formal contracts are drawn up. We’ve summarized a few…
Are you a nonprofit organization that seeks funding for a new project or initiative? Or are you an individual looking to start a business that requires grant funding? Whatever your situation may be, writing a solid grant proposal is crucial to securing the financial support you need. In this article, we’ll provide you with the ultimate guide…
Whether drafting a contract for yourself or on behalf of a company, it’s important to know how to do it correctly. When writing a contract, you should include the terms and conditions of the agreement to avoid any legal problems. For these reasons, join us in the article below to learn how to draft a contract automatically…
As every part of a sales process requires customer interaction and engagement from sales professionals, there is no denying that to increase sales, teams need to be empowered to negotiate confidently and be persistent to close deals quickly with customers. Reassessing your Sales Strategy So, are you ensuring that your Sales team has enough time in their…
When you add automation solutions to creating and modifying documents, you get to eliminate repetitive manual tasks that leave your employees bored and standardize your content with minimal errors from copy-pasting tasks. If these automation solutions already sound compelling, join us below as we explore document automation in more detail. What is Document Automation? We don’t want…
Many organizations choose to generate their documents as PDFs in Salesforce so that all their content across teams is standardized and looks professional. Documents that are great candidates for PDFs include quotes, invoices, sales proposals, and even data reports. Choosing to use Salesforce to generate PDFs will keep all your document data accurate and all your files…
