Creating a Quote or Order Template

Sample Quote and Order templates are shipped with a standard install. However, you can create your own.

To create a new Quote template: 

1. Ensure you are in the Quote context.
2. In the documents tab, click the Start Mail Merge button.
3. Click the Create Template button. The Create and Merge Document page is displayed.
4. Enter a name for the template in the File field and, if you want, a description in the Description field.
5. Create the main body of your template. You can insert Sage CRM merge fields by selecting them from the Insert Sage CRM Field drop-down list.

If you want to include a table with merge fields, click the Insert Nested Region hyperlink. This inserts the start and end tags for both the main table (Quotes) and the child table (Quote Items).

You must include TableStart and TableEnd in the same template section, table row or table cell. For example, if you want a row of quote item data to display, the first column in that row must include a TableStart:QuoteItems tag, and the final row must include a TableEnd:QuoteItems tag.

6. You can preview how the merged document will look by clicking the Preview Merge button.

Note: If you are merging multiple records, the preview will show only the first record in the group.

7. When you are happy with the template, click the Save button. The template is saved in HTML format.

Note: All users can create and save templates and merge documents using them. However, you cannot make changes to shared templates. You must be an Info Manager or Administrator to make changes to shared templates.

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See Also:

Retrieving a Merged Document from the Documents Tab

Carrying out a Mail Merge

Creating a New Template and Adding Merge Fields

Uploading a Local Word Document