Hey,
I'm specifically looking for quote examples that include Product Grouping and ordering. I think it'd be great to have a library of sample documents to share with customers to help get them started.
Sara
Hey,
I'm specifically looking for quote examples that include Product Grouping and ordering. I think it'd be great to have a library of sample documents to share with customers to help get them started.
Sara
Hi Sara! Have you taken a look at our Sample Document Templates Help Article? There is an example Quote template on there that may help you get started. If you have any other ideas for helpful templates, we can consider adding those, too.
Lydia Manger
Product Manager — Sugar Discover
Hi Lydia Manger,
samples are nice but, for the QUOTE module, there is no sample that handle it correctly in my opinion
also, it would be nice to get sample that helps us to understand how we can avoid an array to be split between 2 pages etc. (even if this is probably more a Word behavior, that would be nice for anybody to get an accurate template they can reproduce).
Fred
Hi Frédéric. Thanks for the feedback on the templates that will be most useful for you. We have noted it and will work on addressing it in the future.
For the part about arrays splitting between 2 pages, I'm not sure exactly what you're experiencing, but I do know that we have had some questions in the past about how doc merge with tables formats those tables. For example, we have seen some differences between Word and PDF doc merges because the PDF conversion engine may not format things correctly. One thing that may help is setting a fixed table size so that you override the system trying to correct anything. Hopefully that helps!
Lydia Manger
Product Manager — Sugar Discover
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CRM Business Consultant