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How to Merge Variable Text Elements into your Quote? | Microsoft Dynamics 365 | Quote Manager CPQ

Posted at 11:35 Thursday August 15, 2024 by
In Configuration Price Quote, Microsoft Dynamics 365, Sales

15 Aug How to Merge Variable Text Elements into your Quote? | Microsoft Dynamics 365 | Quote Manager CPQ

Posted at 11:35h in Configuration Price Quote, Microsoft Dynamics 365, Sales by
Previously, we have explored how to create and use quote templates using Quote Manager CPQ in Microsoft Dynamics 365. . This uses mail merge techniques from the fields in Dynamics.

Quote Manager in Dynamics 365

Simplify your quoting process

This time, we will show you how to merge variable document elements into your quotes. Examples of these elements include: Executive Summary, Statements of Work, Terms and Conditions, Product Specifications, Service Level Agreements etc.

proposal-text

We also have a “Proposal Text” feature where you can store pre-created templates of text snippets that sales can re-use. This saves time and ensure consistency and accuracy when building your quotes.

Steps to Merge Document Text

On a Quote Header record, there is a tab specifically for standard document text. This time, we will be using Statement of Work for demonstration.
We can type directly into the text editor
We-can-type-directly-into-the-text-editor
Or select from a pre-created template
Or-select-from-a-pre-created-template

Then, preview the thumbnail of selected template.

preview-the-thumbnail-of-selected-template

After inserting pre-created template into the text editor, you can modify the inserted template to tailor it to your specific needs.

This can include: adjusting the content, editing the style, or adding additional information.

adjusting-the-content-editing-the-style-or-adding-additional-information

Enhance your document by adding images.

You can either upload the image.
OR, copy the image link address, paste it into the editor, and adjust the format and size as you see fit.
Enhance-your-document-by-adding-images

Combine Multiple Templates:

You can build a comprehensive document by merging multiple sets of templates.
Go to the bottom edit the latest inserted templates. For example, remove the new inserted text.
Combine-Multiple-Templates
You can click on CRM Docs button on the top ribborn to preview your document
You-can-click-on-CRM-Docs-button-on-the-top-ribborn-to-preview-your-document
To ensure if all elements are placed and formatted in a way that you expected.
To-ensure-if-all-elements-are-placed-and-formatted-in-a-way-that-you-expected

Editing Existing Proposal Text Templates

Our solution allows user to easily add / edit the templated text in Dynamics 365.
Our-solution-allows-user-to-easily-add-edit-the-templated-text-in-Dynamics-365
For demonstration, let open the template that we used earlier.
And try to edit the text and change the highlighted colour
And-try-to-edit-the-text-and-change-the-highlighted-colour

Conclusion

Using Quote Manager CPQ to merge document text into your quotes in Microsoft Dynamics 365 is a straightforward yet intuitive way to speed up your quoting process.

  • Enhance your sales teams efficiency
  • Reduce costly
  • Present in a professional consistent approach
Learn more about its functionalities and explore the benefits of a more efficient and effective quoting process today.

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