Simplify the workflow for your users 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 a meeting summary could contain the customer name, address, zip code and the activity date amongst other things. To fetch that data you can use tags and place them within your static document.
The tags are grouped into 4 categories:
- Company tags
- Activity/appointment tags
- Order tags
- Recurring order tags
And they look like this:
- Customer name:
- Customer address:
- Customer zip code:
- Activity date:
Each row of the tags list has a handy "copy" button so you can easily paste the tag into your static document.
You can also search after a specific tag within each category.
Uploading your document
Click "New template" to upload your document.
Document templates only supports *.doc file formats.
Choose a descriptive name for your template and what role has permission to access it and in what area the template should be available in. For example a meeting summary should be available in activities.
Available areas are:
- Recurring order
- Companies and contacts
The document templates can be accessed in Settings under CRM and then Document templates. You need to be a administrator to view and edit document templates.