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What is TemplatesGo?

Bid farewell to the monotonous chores of printing, scanning, or exchanging documents through email; instead, reinvent your paperwork into simple, fillable forms that speed up both the completion process and the finalization of deals. With the user-friendly platform offered by TemplatesGo, you can swiftly enter client details and wrap up proposals, contracts, or any essential documents in mere minutes. Our straightforward interface empowers you to transform your existing documents into fillable forms easily, allowing anyone to complete and access these forms without the hassle of dealing with file formats such as PDF, Word, or Mac Pages. You can rapidly fill out forms and effortlessly review documents, as our groundbreaking technology enhances the document processing experience while ensuring precision and clarity in both structure and content. Moreover, you have the flexibility to modify and reuse your forms at any time, which guarantees that your workflow remains fluid and responsive to evolving demands. This not only boosts efficiency but also saves valuable time that can be redirected towards more critical aspects of your work.

What is Mambo Merge?

Mambo Merge provides a fully integrated solution for generating professional docx files directly within Salesforce, thus removing the need for cutting, pasting, and reformatting, while also allowing users to bypass the monotonous task of switching between various applications; with just a click, you can download your finished document. This tool effectively streamlines the conversion of your existing Word documents for smooth Salesforce integration, helping you preserve your company's preferred formatting while drastically cutting down the time required for document creation. Perfect for creating invoices, quotes, contracts, work orders, purchase orders, and more, Mambo Merge distinguishes itself from competitors by ensuring that your data remains secure within Salesforce at all times, alleviating any worries regarding data access. Moreover, the user-friendly merge fields do not require any coding or advanced technical expertise, making document creation easy for anyone in your organization. Within just a few minutes, you can transform an existing .docx template into a Mambo Merge template, which significantly enhances your operational efficiency. This innovative solution fundamentally changes the way businesses manage their documentation, streamlining workflows and increasing overall productivity. By adopting Mambo Merge, your team can achieve faster document turnaround times, ultimately leading to improved customer satisfaction and business growth.

Media

Media

Integrations Supported

Microsoft Word
Pages
Salesforce

Integrations Supported

Microsoft Word
Pages
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TemplatesGo

Date Founded

2022

Company Location

Spain

Company Website

templatesgo.com

Company Facts

Organization Name

Mambo Merge

Date Founded

2020

Company Location

United States

Company Website

www.mambomerge.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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