Feature Description | Agreement Object | Quote/Proposal Object | Standard Salesforce Objects | Other Custom Objects |
---|
Merge service endpoint | Yes | Yes | Yes | Yes |
Controlling Merge Call Time out (default 60sec) | Yes | Yes | Yes | Yes |
Publish Merge Events | Yes | No | No | No |
Generate Document from Record | Yes | Yes | Yes | Yes |
PDF security on generated document | Yes | Yes | Yes | Yes |
Protection on generated Word document | Yes | No | No | No |
Versioning. Word document protection | Yes | Yes | Yes | SR |
Async mode of Merge | Yes | Yes |
|
|
Template setup for default system filtering on generate and other Template functionality from X-Author | Yes | Yes | Yes | Yes |
Auto Enabling Checking In for Final version in PDF format | Yes | Yes | Yes | Yes |
Auto Enable Reconciliation | Yes | Yes | Yes | Yes |
Header / Footer Stamp | Yes | No | No | No |
Enabling Term Exceptions In Author | Yes | No | No | No |
Create New Template Check-in Template | Yes | Yes | Yes | Yes |
Check-out Template | Yes | Yes | Yes | Yes |
Clone Template | Yes | Yes | Yes | Yes |
Template Playbook: default Search, Select, Insert Clause inline / as reference | Yes | Yes | Yes | Yes |
Insert Merge Fields for corresponding Objects - Header
- Lookups
- Related - In Section
- Related - In Table
| Yes | Yes | Yes | Yes |
Insert Smart Merge Fields for corresponding Objects - Header
- Lookups
- Related - In Section
- Related - In Table
| Yes | Yes | Yes | Yes |
Document Assembly Rules | Yes | No | No | No |
Filtered Rows | Yes | Yes | Yes | Yes |
Conditional content | Yes | Yes | Yes | Yes |
Auto-publish | Yes | Yes | Yes | Yes |
Output Format (Doc, Docx, RTF, PDF) and add Watermark Support for the generated document | Yes | Yes | Yes | Yes |
Support Controlled Preferences for Output Format and Watermark *pairs: Record Type / User Profile | Yes | Yes | No | No |
Check-in third-party document. Import Offline – Create a record and attach | Yes | No | No | No |
Check-In third-party document. Import Offline – Attach to an existing record | Yes | No | No | No |
Check-In document, attachment of the record. Versioning of the Documents, such as - With Redlines
- Without Redlines
- Final to be Signed
- Watermark
- Naming Override
| Yes | Yes | Yes | Yes |
Check-out document, attachment of the record | Yes | No | No | No |
Compare documents, attachments of the record | Yes | Yes | Yes | Yes |
Locking: Refresh Lock | Yes | No | No | No |
Create Section: Save selection as agreement clause | Yes | No | No | No |
Playbook: Insert Clause into the Document on the records | Yes | No | No | No |
Reconcile documents - Highlight Smart Fields
- Reconciliation of the values
| Yes | Yes | Yes | Yes |
Tag Smart Fields | Yes | Yes | Yes | Yes |
Update Document from Salesforce | Yes | No | No | No |
Multicurrency support by the products of the system: - Merge-Comply-Proposals
- X-Author
| - Yes
- Yes
| - No
- Yes
| - No
- Yes
| - No
- Yes
|
Chatter with Record | Yes | Yes | Yes | Yes |