Customer documents and correspondence

Create, store, and deliver contract documents.

Prime Document Management combines uploaded files, reusable HTML templates, live customer data, and PDF generation in the contract context.

Current catalog entry Package: DocumentManagement
Core functionality Technical docs
  1. 01PrepareDefine an HTML template for each document type, optionally with a company-specific version.
  2. 02GeneratePreview live contract data, edit the result when needed, and create the PDF.
  3. 03DeliverStore the document with its contract, expose selected files in the portal, or compile serial letters.

Core functionality

Create, store, and deliver contract documents.

01

Template-based documents

  • HTML templates by document type
  • Live customer and contract data
  • Optional company-specific templates
02

PDF workflow

  • One-click generation with preview
  • Edit & Generate before final creation
  • External file uploads on contracts and related records
03

Serial letters

  • Filtered contract sets
  • Mass generation from one template
  • Concatenated PDF download
04

Customer access

  • Selected documents in Customer Self-Service
  • Contract-linked correspondence
  • Reusable output for billing and dunning workflows

Source: Based on the current Prime Document Management catalog hub and its linked documentation; capabilities are limited to those stated there. Technical docs

Product media

See Prime Document Management in action.

The screenshot is stored locally with the site, so no external request is made to display it.

Prime Document Management view of documents in the contract context
Documents on a contractGenerated and uploaded files kept with their contract.

Connected stack

Prime Dunning

Uses the dunning-letter document type and template for batch reminder PDFs.

Prime Billing

Supplies billing context for customer correspondence.

Prime Customer Self-Service Portal

Makes selected documents available to customers.

Bring correspondence into the customer record.

See how your templates, contract data, and delivery channels fit the Document Management workflow.

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