Sales Quote | Sample Template

Sales Quote Sample Template
This template shows you how to integrate Microsoft® Dynamics 365 for Sales (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 Sales online or On-Premise (MS Dynamics CRM)
  • dox42 Dynamics CRM Add-In (concerning downloading the CRM Add-In please contact
Enjoy experimenting!


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 Sales (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?)