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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CRM Manager on at

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Hi Damian, Would you consider a quote report that can be printed or exported to word? We have built a custom Quote solution for CRM 2011 online and can be customized per your need. If so, you can reach us via sales@seepath.com | 646 259-3565

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Damian,

Have you found any information on this? I have the same issue.

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Gus Gonzalez 27,113 on at

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Guys,

It is extremely difficult and frustrating to configure the out of the box mail merge template.

I have seen customers take two paths; one is to create a report with the line items and print the report and two is to go for an easy one-click to word solution like this one:

www.ztcrm.com/.../Automatic-Print-to-Word-functionality-by-Zero2Ten.aspx

Good Luck!

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Community Member on at

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Found my answer. You can use the out of box quote templates to do this.

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RONALD SCHRAVENDEEL 30 on at

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Hello James,

While looking for a solution on this same problem I noted your response. Can you share your solution with me, or put me on the right direction?

Kind Regards,

Ronald

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Community Member on at

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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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Mike DeBaise 280 on at

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

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MezMarianne 1,267 on at

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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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Lucas Blackburn on at

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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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Gus that is a dead link.

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