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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ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.


