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Sugester Help CRM Document templates

Document templates

Variables for document templates

To create a document template you can use available tags/variables. You can find the list below: Variables for client’s document template: {{clie...

Creating template document for deal or client

Sugester enables you to generate default documents (i.e. deals, offers etc) based on client or deal data (or on the client/deals). To generate such a ...

Document template

Sugesters’ document templates allow you to create compact document files, which you will be utilizing when working with your customers. The system all...