Clicky

Sales Quote | Sample Template

Sales Quote Sample Template
This template shows you how to integrate Microsoft Dynamics 365 for Customer Engagement (MS Dynamics CRM) data easily and quickly into your documents, thereby generating a visually attractive offer, for example. Data from as many different data sources can be simply integrated.

For this example, you will need:
  • Word 2007/2010/2013/2016
  • Excel 2007/2010/2013/2016
  • Your installed and activated dox42 Enterprise Add-In (release 3.0 or higher)
  • Microsoft Dynamics 365 for Customer Engagement online or On-Premise (MS Dynamics CRM)
  • dox42 Dynamics CRM Add-In (concerning downloading the CRM Add-In please contact support@dox42.com)
Enjoy experimenting!

Download

This template shows the following dox42 capabilities


  • Designing document templates in Microsoft Word
  • Integrate data such as customer data, product details, product prices, completely uncomplicated from Microsoft Dynamics 365 for Customer Engagement (MS Dynamics CRM) into your documents
  • Easy combination of different data sources as for instance Microsoft Excel
  • Dynamic table: for each record, a new row is added to your table
  • Dynamic fields for calculating, integration of discounts and calculation of total sums, for example
  • Easy integration of any documents such as terms and conditions
  • Dynamic linking of images (product thumbnails)
  • Drop-down lists for input parameters (Which quote do you want to generate?)