Send offer

Opening the tab Documents you can create a document and select the template to generate the offer.

You select a template in Word format. Doing so will produce a document including customer details and order/order lines.

Merge codes can be seen here. In our example the merge document will look like this:

The Merge Template is created in MS-Word and saved as a standard Word document (.doc or .docx)

Page url: http://www.channelcrmhelp.com/index.html?net_sendoffer.htm