Hi, I would like to send a page break in the Quote Template to start a new page. The Terms and Conditions (fine print) needs to print on a separate page.
Platform is On Demand, Ultimate.
Hi, I would like to send a page break in the Quote Template to start a new page. The Terms and Conditions (fine print) needs to print on a separate page.
Platform is On Demand, Ultimate.
This should be standard functionality in 2023!
Hi Norm Bonenfant,
You can perform this by using Sugar's Doc Merge functionality. You can make the template and add any Word formatting, such as page break(s), without any additional coding. You can read more about Doc Merge at these links:
I hope this helps!
-Alex
Alex Nassi
Digital CX Operations Director
SugarCRM
Hi Norm Bonenfant,
You can perform this by using Sugar's Doc Merge functionality. You can make the template and add any Word formatting, such as page break(s), without any additional coding. You can read more about Doc Merge at these links:
I hope this helps!
-Alex
Alex Nassi
Digital CX Operations Director
SugarCRM
Unfortunately, Doc Merge is nearly useless for us. We use comment lines to separate options for the customer, such as work being done in the "Kitchen" versus the "Dining Room". Since Doc Merge does not handle comments well and jumbles them into one bunch, misses some, etc. We can not use it. I know groups work but unfortunately that does not work with Faye's Quickbooks integration and would be many thousands of dollars for them to implement. One step forward, two steps back...