Edgewater Fullscope Blog

Create a Quote Template with One Click in Dynamics CRM

Apr 12, 2017 4:00:27 AM

Here are the steps you need to take to create a Quote Template in MS Word. With one click, users can generate standardized documents (like a Quote for example) that are automatically populated with CRM data. Best practice recommends 4-8 columns for a Word template in a table of line items (such as Quote Products), so that the document remains in standard Portrait orientation and Letter size.

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