My org signed up for the Documents Beta testing.  Here is some feedback from our initial attempt:

  • I created a template and merged the organization name from the Org tab and the date field.  Neither the org name or the date populated to the created document
  • I also inserted the organization name inside the document and the name did not populate there either
  • The date field populates when inserted in the document
  • The document had to be created from the Contact record because the Person Name associated with the deal is not available and a merged field. This would be a great field to insert as many proposals are based on info in a deal.
  • I sent a couple documents and selected the various notification options, but never received an email notifying me that the email was opened.

Thanks for allowing us to be part of this Beta. We look forward to using this tool as it get developed.