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Microsoft Dynamics CRM (Archived)

Quote Templates

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Posted on by 5,514

after creating a quote template I am not getting email id in my word document after giving print quote for customer

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  • Suggested answer
    razdynamics Profile Picture
    17,308 User Group Leader on at

    Hi sandeep

    So you added the Email ID 'slug' of the contact / account into your template but its not showing on your doc?

  • sandeepc Profile Picture
    5,514 on at

    yes

  • Community Member Profile Picture
    on at

    Hello,

    an easy workaround would be to use a third party tool specialized on editing and automation of templates.

    Here is the link for the CRM Extension of dox42: www.dox42.com/.../dox42DynamicsCRM

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