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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:
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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.
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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:
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Donation Acknowledgement Letters & Receipts - (Nonprofit Success Pack)
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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.
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Employment & Human Resources Templates
Hiring and onboarding made easier with our frequently used templates for employment and human resources.
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