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Add Product Line Items for a Quote in Word Mail Merge using "Print Quote for Customer" button

  • Article

Setting up a mail merge for a Quote in CRM can be tricky because the mail merge interprets each product line item within a quote as a new record.  The result is that users may try to create a mail merge quote but are only able to add one of many product line items.

With a little bit of insight into how mail merge works you can add all product line items to one Quote document.  Here's how to do it:

  • Create your mail merge template for Associated Entity = Quote

quotemm1

  • In your Word template, go to the Mailings tab and click Insert Merge Fields into your Word document for the products in your quote, e.g. <<Quote_Product_Product>>
  • For the next line item, in the Mailings tab, go to Rules and click <<Next Record>>, then select the same field in your prior row for product line item: <<Quote_Product_Product>>.  Repeat for the number of desired line item rows.

quotemm_2

  • The final product after the merge should look like this:

quotemm_3

Comments

  • Anonymous
    December 10, 2008
    Setting up a mail merge for a Quote in CRM can be tricky because the mail merge interprets each product

  • Anonymous
    May 05, 2009
    Hi Laura, Is there a limit of how many <<Next Record>> rules you can insert if using multi column view and say inserting 6 <<Next Record>> in each column? Thanks Sandeep

  • Anonymous
    June 30, 2010
    Seems to be a problem when adding >5 <<Next Record>> rules. The problem is that no Merge Fields work past the 5th <<Next Record>> .

  • Anonymous
    October 11, 2011
    The problem I have with this is the <<Total Amount>>. It appears the "core" record information such as total amount, tax amount, etc. are on the 1st record.  When you iterate over the subsequent records in your table rows, there is no way to return "home" to the 1st record to retrieve this information.  Anyone have any thoughts on that?

  • Anonymous
    October 16, 2011
    The comment has been removed

  • Anonymous
    September 17, 2012
    The comment has been removed

  • Anonymous
    August 28, 2013
    The comment has been removed

  • Anonymous
    December 07, 2013
    The comment has been removed

  • Anonymous
    January 28, 2014
    I am experiencing the same issue, no fields under the <next record> are printing

  • Anonymous
    March 10, 2014
    The comment has been removed

  • Anonymous
    August 17, 2014
    Well, great help from Laura. Been 6 years

  • Anonymous
    December 08, 2014
    Has anyone resolved the issue with printing below <next record> ?

  • Anonymous
    March 05, 2015
    You can not have the same or more "NeXT record" than you have products. Then this issue happens. If you have 2 products, you can only have 1 "NeXT" on the form. You can not use the template set up for 6 products with only 4 products, the you have to delete the last product lines in the quote template. So for example, if you want to print a quote with 4 products, there should be 3 NeXT record rules present, and mail merge should also Work after the products. And you can have the sum in the end of the document.

  • Anonymous
    November 03, 2015
    Savvy comments ! For what it's worth , if your business are searching for a service to merge some PDF files , I merged a service here <a href="www.altomerge.com/" >www.altomerge.com/.../a>