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Tag: Document Generation

Tipalti speeds up document generation in Salesforce

Salespeople should be spending most of their time doing what they do best: talking to prospects and customers, and growing revenue. But when they get bogged down with complex administrative duties like document generation, revenue…
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Using Radio Buttons and Check Boxes

When creating a document, like a contract or purchase agreement, sometimes more information needs to be captured than just a signature. For example, a supplier sending a purchase agreement to a customer may need to…
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