Loading
Feature degradation | Gmail Email delivery failureRead More
Sales Performance Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Document and Document Templates in Salesforce Spiff

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Performance Management

            Document and Document Templates in Salesforce Spiff

            Create and manage incentive compensation documents such as contracts in Salesforce Spiff from a central location. Avoid repetitive effort with document templates, where you can import content from external sources and add merge fields. Manage required paper trails by circulating documents through an approval process.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled

            Relevant Terms

            Document
            The artifact that you send to others for approval.
            Template
            The source of the document that you send. Templates can include merge fields.

            Document and Template Management

            The Documents tab shows all your active templates and provides these options.

            • Send a document for approval.
            • Download documents as .pdf files. The Download Documents as PDF button on the Documents tab exports up to 100 .pdf files compressed in a .zip file.
            • Duplicate a template. You can’t edit a published template, so duplicate it instead. If a template is archived, duplicating the template creates another archived template.
            • Delete an unapproved template. If a document is fully approved (status is Completed), you can only archive it. Deleting a template doesn’t affect any document listed in the Approval Requests tab already sent for approval, but the template isn’t available to send for another approval. Deleting a template is permanent.
            • Archive a template, which makes the template unavailable for all users who can view documents created from the template. This option is available for users with one of these privileges.
              • The Company Admin default role
              • The Finance default role
              • A custom role with the Documents: Manage permission turned on
             
            Loading
            Salesforce Help | Article