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Using and Configuring CRM Quote Generator
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Purpose Summary. What is this page about?
This page explains how to use and configure the CRM Quote Generator for generating CRM quotes.
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.