Merging quotes to Word

• 06-25-2008 1:41 PM

  SGDave Joined on 06-25-2008 Posts 1

  Merging quotes to Word Reply Contact We are slowly adopting CRM more and more in our daily activites.  We are now going to enter our quotes into CRM for tracking purposes.  We'd like to be able to print them out and distribute them to customers and the only real way to do that is to merge it to Word. I have built a template that works great, except it will only list one line item per quote.  For example, instead of creating one quote with three product items on it, it will create three quotes with one product item on it.  How do I get my template to pull in each item listed on the quote into that one template? We need to be able to list all of the product items we've added in the CRM quote on one page.  Please provide me with some assistance. Thanks.

  Tags: CRM Quote

• 07-30-2008 4:35 AM

  In reply to

  Eyal Ashkenazi Joined on 07-30-2008 Posts 1	Re: Merging quotes to Word Reply Contact Hi, Did you managed to fix it? I am having the same problem and i am going out of my mind trying to solve it... Please send me an answer (if you have...).  Thanks in advanced,  Eyal Ashkenazi +972-54-6699067 Eyal@evt-vms.com
  	Tags: CRM Quote

• 09-08-2008 3:45 AM

  In reply to

  www.Beserved.co.uk Joined on 07-03-2008 Posts 9	Re: Merging quotes to Word Reply Contact I am in the process of sorting out quotes orders and invoices I also need to know how to merge muliple products on one quote

• 10-05-2008 11:14 AM

  In reply to

  OAKER Joined on 08-06-2008 Posts 1	Re: Merging quotes to Word Reply Contact Same problem... I looked on the CRM Blogs and a lot of people are having this problem. Any Solutions? thanks

• 10-14-2008 6:32 AM

  In reply to

  Heidi S. Joined on 10-14-2008 Posts 1

  Re: Merging quotes to Word Reply Contact We found a way to quote several products/order lines in one quote, using the «Next Record» from the Microsoft Word mailing rules. We are now however unable to make the quote template merge any fields below the product lines - it's as if the «Next Record»-rule nulls out the rest of the merge fields. I have also tried the «Next Record If» rule, specifying the field name to be 'ProductID' and Comparision: 'is not blank'. This does indeed make the template merge the fields below the product lines, but also causes it to list the first product line over and over... We're getting fairly desperate to make this template work, and I will keep trying to figure it out. I'd be thankful of any input, and will of course share any insights that may occur :)

• 10-14-2008 8:33 PM

  In reply to

  Manish Kumar Joined on 02-12-2008 Posts 1	Re: Merging quotes to Word Reply Contact You might want to take a look at mscrm-addon a company based out of Germany which is a Microsoft CRM add-on product for merging quote templates with quotes in crm. http://www.mscrm-addons.com/Products/AddonsforMSCRM40/DocumentsCorePack/tabid/130/Default.aspx

• 10-15-2008 12:19 AM

  In reply to

  mm123 Joined on 03-10-2008 Posts 7	Re: Merging quotes to Word Reply Contact Hi, We are coming out with an custom solution for a similar requirement from our client, Please drop a email to learn more if you are interested. Regards, NJ nj.tech@hotmail.com

• 10-17-2008 7:49 AM

  In reply to

  Mind Hard Joined on 07-08-2008 Posts 10	Re: Merging quotes to Word Reply Contact hi,   Did you find the solution to solve this problem? Thanks, C. Sousa