Doc Merge is a powerful document-generation tool that allows you to pull data from your CRM records into professional-quality and highly customized documents.
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Please refer to the supplemental resource titled Doc Merge Appendix as a reference to understand the different attributes, collections, directives, and more available when building templates, which will help you create specialized documents that suit your organization's needs.
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Please review the Doc Merge page for generalized information on building templates. Additionally, refer to the Sample Doc Merge Templates article for document examples.
