Append Quote or Order ID to Merge Document
Nick Rainbird • January 16, 2022
With the release of SageCRM 2021 R2 a system administrator can now configure Sage CRM to automatically append a quote or order identifier to
the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for a quote or order, the generated file name will have the following format: <template file name>-<quote or order ID>.<file name extension> e.g. ERBS_Quotation-QT-1 1.pdf
as shown below.
Previously the merge document name would have a randomly generated number appended to the file name e.g.
ERBS_Quoations1613960609.pdf
To configure this behaviour in SageCRM go to Administration | Data Management | Products.
- Select the Product Configuration tab.
- Select Change and set the following options to Yes:
- Use Quote Format for Merge document name
- Use Order Format for Merge document name
- Save the changes
Select a template when sending quote or order
Now when a user selects the Send Quote or Send Order button, they are prompted to select an existing document template to generate the quote or order from. The generated quote or order is then attached to the new email message.
If you would like further information on the above new features or help setting this up then please feel free to get in touch on 01494 490409 or email me the support team at
support@rainbirdbusiness-solutions.com.
Until the next SageCRM Insights instalment keep safe and we will continue to help you
unlock your success with SageCRM!
Nick
Entegraty Rainbird Business Solutions
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