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New: the flexible document generator

Automated contracts template

Blanco has recently added a new feature: the document generator. Akin to features in programs like HubSpot and Mailchimp, you can use the document generator’s flexible functionality to create customized templates. In these templates, you can create any type of document with text blocks, images, logos, etc. You can also insert variables, which is useful if you want to personalize a standard document. For example, you can insert Mr/​Mrs (surname),” and the system will automatically load the surnames for you. This comes in handy when, for example, you want to send an investment proposal with a fixed design to your clients, but still want to personalize it to them a bit more.
Besides creating your own templates, you can also load a (fillable) PDF using the flexible document generator. This (fillable) PDF can be provided with the same variables so that data can be loaded automatically.

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