How You Work with Quote Templates

When you add or edit a quote template, you use Microsoft Word to format the document.

In addition to using standard Word functions, you can insert merge fields into the quote template. The merge fields serve as variables for opportunity data. When a sales representative merges the opportunity data into the quote template, the appropriate fields are completed automatically.

For example, an organization name merge field on the quote template populates the field on the quote. This simplifies the data entry required to generate the quote and ensures accuracy and consistency.

Note: Before sales representatives can generate quotes using quote templates, you must add price schedules and sales products to B2C Service. See Overview of Customizable Menus.