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, an appointment summary could contain the customer name, address, zip code 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, for example, an order. The list of available tags is located at the bottom of this article.

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

Read more about how to merge fields in Word.

To view what tags are available in your account, do this:

1. Click into the Upsales Settings and navigate down to CRM section and click 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.

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:

• Order
• Subscriptions
• Companies and contacts
• Activities

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.

Available document tags

Company basics

Company addresses

Contacts

Dates

Activities & appointments

Orders

Subscriptions