Open topic with navigation
Get link | About Sage CRM editions
Creating a quote or order template
Watch a video
User requirements: All users can create and save templates, and use them when merging documents. However, only Info Managers and System Administrators can change shared templates or the default quick quote and order templates.
Sage CRM ships with sample quote and order templates including a default template for quick quotes and orders. You can also create your own templates.
- Open a Quote or Order record.
- Click the Documents tab and click Merge to Word or Merge to PDF.
- If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
- Click Create Template.
- Enter template details in File and Description.
- Create the main body of your template.
- To insert Sage CRM merge fields, select the fields from Insert Sage CRM Field.
- To include a table with merge fields, click Insert Nested Region. This inserts the start and end tags for the main table and the child table. For example, Quotes and Quote Items. To display a row of quote item data, the first column in that row must include a TableStart:QuoteItems tag, and the final column must include a TableEnd:QuoteItems tag.
- Important: You must include TableStart and TableEnd in the same template section, table row or table cell. This applies even if you're not using line items.
Basic Quote Mail Merge Template
- To preview the merged document, click Preview Merge. If you're merging multiple records, the preview shows only the first record in the group.
- Click Save. The template is saved in HTML format.
See Also:
Generating a quick quote or order
Retrieving a merged document from the Documents tab
Performing a mail merge
Creating a new template and adding merge fields
Uploading a Word document template
Open topic with navigation
Sage CRM user assistance PDFs
