Generating quotation processes are now simplified with this new functionality. From product update 250 onwards, you no longer need to select a template on the quotation card. The Open in MS Word button has been replaced with Generate Quotation.
The Word Merge engine also supports merging quotation items by adopting the concept of repeating lines. Hence, each quotation can include multiple items.
This document shows you how you can use the Word Merge solution to generate quotations. For more information on creating and uploading quotation templates into Exact Synergy Enterprise, see How-to: Creating Word Merge templates for quotations with repeating lines.
This document will include instructions on how to open and generate quotations and save them as documents in Exact Synergy Enterprise.
This document contains the following topics:
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In order to perform Word Merge, the following requirements must be met: