Document Generation Software Discussions

sometimes I am facing some lag or slowness while opening or working on a larger file.

My company has used Conga for several years as a part of our Salesforce CQP setup, but as I've dug into the native capabilities of CPQ, I'm trying to understand why CPQ users still use Conga. For what kind of client CPQ good enough, and who truly needs Conga? Would appreciate any feedback from... Read more

How we can integrate the the app with other 3rd party tool

RFPIO automatically guides user to follow some steps for easy usage of the tool.

Which of its uses is most frequently used.

Hello. I am looking for some feedback on Auto-Respond. I respond to RFPs that all have an excel workbook to fill out with multiple tabs and a large number of fields (varying from ~1,500-3,000 fields). These excel workbooks tend to be similar but are not exact copies (tabs can be labeled and... Read more

Recommend above most other software

Semangat

Hey S-Docs team, I like to know that you guys have a mime type filter or just blocking some file types.

We are afraid that WinForms will be deprecated in the future. Is that true? Should we start to look for a new development code like WPF? Till now, we have created so many projects in WinForms. It will be very sad for our company, if Devexpress stop supporting Winforms in the future.

If you use the Collavate Business/Team plan, you can request document approval from an external domain user, and the recipient can receive the approval document via e-mail and view and approve/reject the document without logging in or purchasing an additional license.

Everything you work on in Collavate is saved in your Google Drive, and you can rest assured that no information is left on Collavate except for the following information which is used for displaying the organization chart. – Unique ID, email address, user’s organization, last name, first name,... Read more

1. If you are using Collavate web app: Click the [Process] menu on the left side of the Collavate main screen. After clicking the [Start Process] button at the top right, you can upload a file from your computer or Google Drive, or you can create an approval workflow using a template. After... Read more

It would be helpful to run through a tutorial on how to create my own documents within this software. Typically, I use a company-generated template for sales orders. It would be great to learn how to use the tool even more than I do currently.

Most of the time I use the same document for many people, but I need to slightly change the document depending on the person.

For example, if one wants to add the same signing option on all their PDF documents, how would they save that template to add it to other documents in the future?

Is there any major upgrade coming soon to Qwilr that will be made specifically for the budget/pricing tokens?

Is pdf-xchange available for mobile for android.

Beyond the standard reports, we are looking at better utilizing the reporting functionality to track and measure usage and activity.

thank you

I want to make the proposals consistent with my brand and as I have used a template I am not sure the best way to do this. Also, I would love to outsource the proposal creation !!!

Can the platform be used for the digital signing of receipts generated by my data system?

for example when you have an error with writing a semi bracket in a matrix.

Scenario: I want to show a client a good, better, best offering for a tv commercial (3 packages). Within each package the client is shown the roles and day rates for each role for the production crew. Instead of having the client select multiple boxes wihin one package to indicate their desired... Read more

Conga sign is not up to the mark and can be improved, can we expect it to work like docusign in near future

I send the same to document to multiple signatories so I tried creating one document and share it with multiple signatories and only one person could sign it, how do i change that?

I need more templates on Information Technology and Services

In terms of roadmap, what is next for the tool? Will we have more artificial intelligence or predictive models that help automate content creation? Any new features we hope to see soon?

We want to standardize the tags to classify knowledge so that only those defined by the "administrator" can be used

I would like to be able to have clients send me documents through pandadocs so I don't have to use another application.

df

Sometimes the value of a data needs to be queried before the conga button parameters are built and is mentioned in the parameters how do I get about that?

I want to make it lighter the document of my proposals so that they could share it.

Do you provide an affiliate fee if I share Proposify with others?

You can add sales tax to pricing tables, but sales tax doesn't reflect in the totals. -Pricing tables are very difficult to customize -Pricing tables that are longer than one page cannot flow into a second page. If you do want them to flow into a second page, you have to create a special type of... Read more

Are you guys looking to get a better spreadsheet system?