A One Pass Template brings together form and tree, subforms, snippets and fragments to give you a power house of features for a world class document generation engine. Combine that with template automation using delete conditions controlling files inclusions and exclusions and you have what we call a One Pass template.
Simplify the process for your team by taking a complex proposal process and automating it with One Pass. Do you have proposals or templates that are 80% the same and 20% that varies based on vertical, division, region, user, service, product etc.? If you answered yes, One Pass is the solution you're looking for. In addition to the form, tree and delete conditions we have recently added subforms, snippets, fragments and a product selector.
One Pass Templates are created and managed by Administrators within your system. One Pass templates allows users to create ClientPoints as quick and error free as possible. One Pass Template can help reduce the number of templates needed within your system. For more information about how to build a One Pass Template, click here.
For more information about how to use a One Pass Template within a ClientPoint, click here.
Functionality available with One Pass Template:
- A Form is where you can setup text, text area, drop-downs, checkbox, radio buttons to recreate merge tags within your Word files or questions and answers that you would based your delete conditions off of. Learn more.
- A Tree is a series of root and sub-root items similar to Parent and Child items where you can build association between selections made. All tree root and sub-root items are optional. Learn more.
- Delete Conditions - Syntax for Conditions
- Sub Forms are forms similar to the Form within a One Pass Template. The sub forms are not associated directly with a single One Pass Template, but instead are displayed to the user based on selections they make in the Form and Tree while using a One Pass Template. Learn more.
- Snippets are lightly formatted text that can be injected into a document or into another Snippet. Snippets support conditions either in the definition of a Snippet or can be acted upon by comment conditions which will dynamically control Snippet insertion. Learn more.
- Fragments are Word (docx) files without headers or footers that can be injected into another docx file or into another Fragment. Learn more.
- Product Selector allows Users to select a number of products from the Product Library within a One Pass Template. Snippets, Fragments and Subforms can be associated to products and enables specific components to inject into the word docx file based upon the products selected. Learn more.