CRM Quotes - Multiple Product Lines on one page

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Posted on by Damian McCracken

I appear to have stumbled upon a ridiculously difficult question to answer, even by MS. Many hours of hair pulling frustration.

I want to create document templates for mail merge via the CRM for quotes. I want to show product items on a single page, in a table; row by row. My quote will have information before the product listing and after. However repeating records in a mail merge requires an engineering degree it seems.

A quote can have 1 or 100 line items on it, MS’s examples use the “Next Item” logic which is hardly suitable, why can’t I dynamically add the correct amount of rows?

Is this a secret, ensuring the future of MS partners everywhere?

I’d be grateful if anyone can point me in the direction of a full example of the above. I’ll even pay for it!

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MezMarianne 1,267 on at

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RE: CRM Quotes - Multiple Product Lines on one page

Hi Yvan

Easy answer. Yes, you can do that in XperiDo.

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yleclerc 1,549 on at

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RE: CRM Quotes - Multiple Product Lines on one page

Hi Marianne, I see a lot of potential in XperiDo. Quick question:`

In a Word document we want to print the Quote Products in multiple tables based on a specific field (Category - custom field).

Right now CRM only allows to print all products in a single table.

So what we want to achieve is:

1. If Product A is in Category 1, it would go in Table 1

2. If Product B is in Category 2, it would go in Table 2, which is a separate table.

We have Quotes that contain over 20 products split in 4-5 categories. So having them all in one single table is very annoying and not good looking.

Is that something we can do with XperiDo?

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MezMarianne 1,267 on at

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RE: CRM Quotes - Multiple Product Lines on one page

Two years later and I have moved on to XperiDo Template designer. I now make awesome quote templates.

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MezMarianne 1,267 on at

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RE: CRM Quotes - Multiple Product Lines on one page

Just to update. I have started using the CRM 2016 Word templates - and now making quote templates are much easier.

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MezMarianne 1,267 on at

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RE: CRM Quotes - Multiple Product Lines on one page

Hi

If I don't have SSRS skills, I can't print a quote? I have added fields to my Quote Form. I have no SSRS skills (and it is CRM Online)

The Quote Mail Merge Template in my Base Language is different to the one in the English Base language. I have found an English Template and can reverse engineer it - sort of.

I still have problems getting the Word Template to loop through the product until LastItem = 1 - and then showing the total amount.

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Community Member on at

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RE: CRM Quotes - Multiple Product Lines on one page

Gus that is a dead link.

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Lucas Blackburn on at

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RE: CRM Quotes - Multiple Product Lines on one page

CRM 2015 comes with an out of the box Quote Report (run it directly from a quote record). If you have somebody skilled in SSRS, they can modify it to suit your needs.

I'm using CRM 2015 and see no issues using mail-merge to create a quote in word. Try saving a copy of the out-of-the-box template provided by Microsoft and modifying it to suit your needs. Make sure to use the CRM Add-In - even if you add a lot of rows in the template to capture line items, it should only use what it needs based on the data you provide it. You should be able to add new rows to the table in the core document.

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MezMarianne 1,267 on at

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RE: CRM Quotes - Multiple Product Lines on one page

3 years on and this is still an issue. CRM 2015.

The out of the box template is not working any more. The data set fields and the mail merge fields are no longer matching.

I can make really nice templates - but not able to get the looping through products to work.

I do not have the skills to understand or write Mail Merge IF sentences - no matter how many blog posts I try to read about the subject....

Do anyone have a NON PLUGIN solution for this?

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Mike DeBaise 280 on at

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Re: CRM Quotes - Multiple Product Lines on one page

Is there anyway to have the template available here? I'm also looking for a solutions. Thanks.

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Re: CRM Quotes - Multiple Product Lines on one page

Ronald,

We found standard, out-of-the-box templates that we could modify the table to get what we needed. I had our developer just copy and modify a quote template. Email me at jdeal@nextcorp.com if you need more information.

James

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