Generate offer letter

Create a standardized offer letter in PDF format, based on a small number of form fields. Each field will be inserted into the document dynamically. The file will be saved as PDF and sent to the recipient for eSignature.

Workflow steps in Catalytic

Create custom Word document to send out for signature

1

Save the Word document as a PDF

2

Send out the the PDF for signature

3

If all signatures are collected the process ends

4

Otherwise send out a new document for signature

5

Tagged:

people ops

document assembly

integration

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.