Using and Configuring CRM Quote Generator

Create Template

• Go to Quote Templates in CRM.
• Create New Quote Template.
• Enter the Name for Quote Template.
• Enter the HTML for Quote Template by using the HTML.
• If you want to insert Quote Field in the Template click the “Insert Merge Field” Button.
• Choose Field from the popup and click Insert.
• You can see the selected Field inserted as Merge Field in the Template.
• Click Save when you are done with editing Template.

Generate Quotation from Template

• Open Quote.
• Click “Generate Quote” Button from Ribbon.
• A Popup will open displaying a list of Quote Templates.
• Select a Quote Template and its HTML is displayed under the Text Editor.
• Please notice that all the merge fields are automatically filled with the Quote.
• Edit the Generate Quotation HTML and click the Attach to Quote Button.
• Note is created and attached to the Quote.
• Open the Attachment in Microsoft Word.