Document Templates

Overview

OneBob document templates let you upload a Word template (a .docx file) that contains merge fields (placeholders) for customer, deal, project, and contact data, then generate a PDF or DOCX on demand. Rendering runs in the background, so the app stays fast and the browser downloads the finished file when it is ready. Administrators manage templates at Settings > Document Templates, and anyone with permission can generate a document from a deal.

• Upload Word templates with merge fields for customer, deal, project, and contact data.
• Generate a PDF or DOCX on demand, filled in automatically from the record.
• Background rendering keeps the app fast, even for large documents.
• Set an auto-send rule on a deal stage, with a full audit trail of every file.

Estimated time: 9 minutes.

Build the document layout in Word and add placeholders for the data you want OneBob to fill in.

1. 1 Write your .docx file in Word with the wording and layout you want.
2. 2 Add merge fields (placeholders) wherever record data should appear.
3. 3 Include the fields you need, such as customer company, deal value, and contact name.
4. 4 Save the file as .docx so it is ready to upload.

Add your prepared template to OneBob so it becomes available for generating documents.

1. 1 Go to Settings > Document Templates.
2. 2 Upload your .docx file.
3. 3 Give the template a clear name so your team can recognize it later.
4. 4 Save the template to make it available across your deals.

Produce a finished file straight from any deal, with all data filled in for you.

1. 1 Open the deal you want to create a document for.
2. 2 Pick the template you uploaded.
3. 3 Generate a PDF or DOCX, which renders in the background.
4. 4 Wait a moment, and the browser downloads the finished file when it is ready.

Let OneBob email the document automatically when a deal reaches the right point in your pipeline.

1. 1 Open the template and choose a deal stage to trigger sending.
2. 2 When the deal reaches that stage, the rendered document emails the customer contact automatically.
3. 3 Use this for contracts and confirmations that always go out at the same point.
4. 4 Test with one deal before turning auto-send on for everyone.

Every file you create stays attached to the deal, with a record of what happened.

1. 1 Open the deal to see every generated file saved on the record.
2. 2 Review the audit trail to confirm what was produced and sent.
3. 3 Re-download any earlier document whenever you need it again.
4. 4 Use the stored history to keep a clear paper trail for each deal.