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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.
Create custom Word document to send out for signature
Save the Word document as a PDF
Send out the the PDF for signature
If all signatures are collected the process ends
Otherwise send out a new document for signature
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Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.
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