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symplr Contract SmartTemplates

by symplr

This add-in supports the SmartTemplates functionality within the symplr Contract application.

The symplr Contract SmartTemplates Add-in brings powerful contract template creation and merging capabilities directly into Microsoft Word. This embedded SmartTemplates authoring experience empowers your team to efficiently create, edit, and finalize contracts while maintaining compliance and automated data merging capabilities. Key features include:

  • Build dynamic SmartTemplates by inserting smart tags for data fields and approved language clauses.

  • Easily add SmartTemplates to workflows.

  • Access and merge SmartTemplates within workflows.

  • Color-coded smart tags are highlighted for easy identification before merging.

  • Single-click merge populates smart tags with workflow data.

  • Receive feedback on successful smart tag merges.

  • Intuitive Microsoft Office interface means no toggling between apps.

App capabilities

When this app is used, it
  • Can read and make changes to your document
  • Can send data over the Internet

At a glance

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