29 lines
1.2 KiB
Markdown
29 lines
1.2 KiB
Markdown
# Appraiser Review Letter Generator (Salesforce + DocuSign CLM)
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## Welcome!
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This project contains documentation and guides for building Appraiser Review Letter templates for use in Salesforce CLM (Contract Lifecycle Management).
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---
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## Overview
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This application automates generation of personalized appraiser review letters within Salesforce, merging Q&A responses and related data into a DocuSign CLM-powered letter. Content and layout adjust dynamically to each review scenario.
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## Architecture Overview
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- Templates are rendered using dynamic data from Salesforce objects
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- All merge fields and arrays are mapped from Salesforce data model
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- Modular blocks for easy maintenance and expansion
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## Key Features
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- Dynamic merge of Appraiser Review answers (tables, paragraphs)
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- Salesforce-initiated CLM document generation and delivery
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- Robust requirements, data, and design documentation
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## Onboarding
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- Clone docs directory into your Salesforce project repo
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- Review CLM_TEMPLATE_GUIDE.md for template logic and examples
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- See requirements.md for merge field details
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---
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_Last updated: 2026-02-26 13:23 PM_
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_Work in progress: Add quick-start workflow and test recommendations._
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