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Free document templates for converting Salesforce records into documents.

Free Document Templates

Download any of these free templates, modify, and upload to Salesforce™ Files for use in iDialogue document generation and eSign workflows.

Opportunity eSign Quote Template

Merges standard Opportunity fields into a Word document for use in PDF generation.

Renders a table of Opportunity product line items with columns for description, quantity, unit price and total price.

eSign support for a contact signer and internal user counter-signer.

Suggested customizations:

• Add a unique quote ID from an Opportunity field.
• Add a personalized message from the Opportunity record owner
• Add formula field for "Quote Until Date"
• Add dynamic clauses based on shipping address.

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Healthcare HIPAA Agreements and Offer Letters for Volunteer, Employee and Vendor Onboarding

HR and contract templates to help healthcare organizations facilitate on-boarding of volunteers, employees, care providers and vendors. The templates merges candidate, job offer and vendor information to generate PDF documents for eSignature. 

• Employment Offer Letter  
• HIPAA Employee Confidential Agreement
• HIPAA Business Associate Agreement

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Financial Services (Financial Services Cloud)

Use this template on Person / Household Accounts in Financial Services Cloud (FSC).
Itemizes a table of all financial accounts associated with a household.

Suggested customizations:

• Display different tables for each asset category
• Personalized the statement with recommended securities and investments
• Sort or ORDER BY total amount or asset types.

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Donation Acknowledgement Letters & Receipts - (Nonprofit Success Pack)

• Acknowledge charitable donations with personalized letters and receipts.
• Summarize all annual donations into a year-end receipt for use in claiming tax deductions.
• Pre-Integrated with Salesforce™ Account Households, Contacts, and Opportunities.​

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Business Templates

Download these frequently used business templates and contracts that work in conjunction with our eSignature features to make contract signing a breeze. 

• Non-Disclosure Agreement (NDA) - A contract through which the parties agree not to disclose information covered by the agreement to protect any type of confidential and proprietary information or trade secrets.  
• Master Service Agreement (MSA) - A contract in which the parties agree to most of the terms that will govern future transactions or future agreements. 
• Statement of Work (SOW) - A contract that appends to the Master Service Agreement that details the work to be performed. Merge project specific information from Salesforce™ records such as project resources and project description. 

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​Employment & Human Resources Templates

Hiring and onboarding made easier with our frequently used templates for employment and human resources.​

• Independent Contractor Agreement
• Employee Non-disclosure Agreement
• Employee Performance Appraisal
• Medical Dental Vision Waiver & Salary Reduction Agreement
• Drug and Alcohol Testing Consent
• Background Check Authorization Form 
• Credit Report Authorization

• Employment Application
• Employment Verification
• Employment Offer
• W4 Tax Withholding Certificate
• W9​ Tax Payer ID Form
• I-9 Employment Eligibility Verification 
• Direct Deposit​ Form

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