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arundevarundev 

Mail Merge of Quote Line Items

Hi,

I am creating a mail merge Template for Quote and Quotes Line Item. I have created the template, but when I am trying to use this template then only the Quote, Opportunity and Owner records are going to the mail merge generated document but the Quotes line Item records are not going to the mail merge document.

I have tried these syntax in my Word Template of Quote Line Items :-
«Quote_LineItem_Start»«PRODUCT_NAME»«Quote_LineItem_Qty_Ordered»
«Quote_LineItem_Sales_Discount»«Quote_LineItem_Ext_Net_Price»«Quote_LineItem_End»

But none of them worked. Please anyone who have successfully done that can help me. Any suggestions are welcome.

Thanks.
Ron HessRon Hess
Mail merge does not allow related lists to be pulled in.
The only exception is Opportunity and Opportunity line items.
arundevarundev
Thanks For reply ....

But Is there any way to make mail Templete for Quotes line Item.
nb34nb34
I'm having the same issue. Did you find a solution?
tutterbacktutterback
There is an add-on application that has not been officially published yet.  It works best with Word 2007, it can work with Word 2003 but takes some time.  You also need to have your security settings in IE set low for the intial install and first merge test.  It comes with template merge docs and you have to use that format and add to it to create your own, but it does work.
 
 
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