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gstockton How Do I Generate A Quote
We installed the Quote Line Items 3.30 tool, but I'm having a little trouble getting it to create something I can send to a Customer. I imagine this is something I do using the Mail Merge function, however, when I look for the details of the quote in my Insert Merge Fields, there is not an option to put the line items from the quote onto the template. In the Choose Field Type, there is a listing for Quote Fields, yet not listing for Quote Lines. The idea is to generate a quote which lists the QTY, Product Name, Price and a total quoted price.
If anyone out there has put a quote generator together I would really appreciate some advice on how to do this correctly.
We set up a Word document as a template using the Connect for Office desktop integration plug-in. Merge in the following lines:
Product Name
Quantity
Unit Price
Item Total
«OPPORTUNITY_LINEITEM_START»«PRODUCT_NAME»
«OPPORTUNITY_LINEITEM_QUANTITY»
«OPPORTUNITY_LINEITEM_SALEPRICE»
«OPPORTUNITY_LINEITEM_TOTALPRICE»«OPPORTUNITY_LINEITEM_END»
Total:
«AMOUNT»
«AMOUNT»
And voila-- you have yourself a price quote. Just requires you to use products on opportunities.
Cheers.