About document packages
- Document packages are a combination of commonly used forms, documents, and clauses. Packages can be saved for quick offer generation when you have a new client.
- Every new account now comes pre-loaded with 5 DealTap Document Packages to save you time when creating multiple documents at the same time.
- You can pre-fill information and save it in your template to save you time from filling out the fields each time you use the document package.