Simplify your users' workflows with document templates for proposals, orders and meeting protocols.

Document templates allow you to extract dynamic data from the system into a static document using tags.

For example, an appointment summary could contain the customer name, address, postcode and the activity date among other things. To fetch that data you can use tags and place them within your static document.

For example; writing Cl_Name in your document template will render as the company name according to the company that's attached to. View available tags

Tags for custom fields

Most of the standard fields have tags that can be used in a document template but also the custom fields you create for your account. The tags for these fields should look something like this: Cl_Custom_4

How to merge fields in Word.

Here's how to view tags available in your account:

1. Click Settings>CRM>Document templates
2. Click the link named 'Show list of available tags'
   1. 
3. A list of all default tags combined with the fields you've created is shown.
4. Simply copy & paste into your document template.

Uploading your document

Click "New template" to upload your document.

Note: Document templates only supports *.doc file formats.

Choose:

• a descriptive name for your template
• which user roles have access it
• the area the template should be available in. For example, a meeting summary should be available in activities.

Available areas are:

• Order
• Subscriptions
• Companies and contacts
• Activities

Document templates are in Settings>CRM>Document templates. Administrators can view/edit document templates.

Available document tags

Company basics

Company addresses

Contacts

Dates

Activities & appointments

Orders

Subscriptions