1. Using B2C Service
  2. Add or Edit a Quote Template

Add or Edit a Quote Template

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

  1. Click Configuration on the navigation pane.
  2. Expand Opportunity Tracking, and then double-click Quote Templates.
    The Quote Templates tree displays on the content pane.
  3. Perform one of these tasks:
    • To add a quote template, click New to display the editor.
    • To edit a quote template, click it in the tree.
  4. Enter field information.

    Quote Templates Editor

    Field Description
    *Name Enter the name of the quote template. The item name in the Quotes Templates tree and the Label field in the Interface Visibility section are populated or revised as you type.

    Use a descriptive name that helps sales representatives select the appropriate quote template for generating a quote.
    Disabled Select this check box to prevent sales representatives from selecting or viewing the quote template.
    Notes Enter any comments about the quote template.
    Visible Clear this check box if you do not want the quote template to be visible on this interface.
  5. Click Word Editor. An instance of Microsoft Word opens in the Quote Templates editor with an Add-Ins tab for merge fields.
  6. Click the Add-Ins tab to display the Quote Template ribbon.
    Note: Because the Add-Ins tab does not exist in Word 2003, the Quote Template toolbar is a standard toolbar instead of a ribbon.
  7. Format the Word document based on your organizational policies and standards. If you have an existing Microsoft Word template, you can copy and paste it into the Word document.
  8. To insert a merge field, place your cursor in the quote template document where you want to insert the field.
  9. Click one of the drop-down lists in the Custom Toolbars section on the Quote Template ribbon and select a merge field to add to the quote template.
    For a complete list of merge fields and their associated descriptions, click Database, and then double-click Data Dictionary.

    Quote Template Ribbon

    Drop-Down List Description
    Single Items Click this drop-down list to select merge fields that have a one-to-one relationship with opportunities. For example, because an opportunity can be associated with only one organization, organization fields are listed in the Single Items drop-down list.
    Group Items Click this drop-down list to select merge fields that have a many-to-one relationship with opportunities. For example, because a quote can be associated with many sales products, sales product fields are listed in the Group Items drop-down list.

    You must create a table with column headers before using merge fields from the Group Items drop-down list. After the table is created with column headers, a merge field from the Group Items drop-down list must be inserted into a single cell in the table. Word automatically adds rows to the table based on how many values are in the group. The font of the column headers determines the font of the merge fields in the table.
    Indexed Items Click this drop-down list to select merge fields that have a many-to-one relationship with opportunities and are indexed in the database. For example, because an opportunity can be associated with many contacts, contact fields are listed in the Indexed Items drop-down list.

    You must replace the “N” with a numeric value. While using a field from the Group Items drop-down list returns all of the contacts associated with an opportunity, using a field from the Indexed Items drop-down list returns only the contact you specify according to “N” (the number one is always associated with the primary field in a database table). For example, to return the email address of the primary contact who is associated with an opportunity, contacts.email1 should be added to the quote template.
  10. Repeat the previous step until you have added all merge fields to the quote template.
    Caution: If you close the instance of Microsoft Word by clicking X inside the Quote Template editor, the B2C Service application closes and any unsaved changes are lost. To save your quote template without closing the application, you must click the Save and Close button.
  11. Click Save.