Salestrekker has extensive document template capability. Users can add docx (word) or fillable PDF templates and merge any information stored in Salestrekker into professionally looking documents.

Not that compliance documents linked to Broker Tools, are saved in a Compliance Template section in Settings. This section is only visible to the users with Broker Tools account.

Creating Word Document Template

To add a template go to Settings > Templates/Document templates (1). Click on Show Merge Fields button (2) to find the relevant field to add to your docx.

Merge fields are copied by clicking on the field in the list. Browse or use the search bar to find the required field.

When fields are added, merge template document can look like this:

Once document is ready, add document to the merge template list by clicking on 'Add New' button (3) and selecting saved document from your computer.

Document can be merged manually via Create documents button (A) and selecting a document from the list below (B) and click on 'Create' button (C).  Compliance documents can only be produced if the compliance fields are populated in Broker Tools.

Document can be also automatically produced (and sent to the client if required) if added to workflow automation.

Creating a Fillable PDF Merge Template

Go to Settings > Templates/Merge templates. To add a fillable PDF, start with adding a document via 'Add New' button. Then, match the fields available in Salestrekker with the fields in fillable PDF.

Note: long documents will take longer to add. PDFs need to have well defined fields in order to match data from Salestrekker with the PDF.

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