Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Choose a Table Style in Word

Firstly, you'll need to choose the table style that you wish the Quote Table to use. You can find these within Word by navigating to Table Tools > Design and clicking on 'Modify Table Style'.

This will then open the Modify Style window where you can view all of the various built-in styles, as shown in the drop-down. 

Step 2: Configuring a New Lines Quote Table

Once you've chosen your table style, you'll now need to follow this link. To configure a new Lines Quote Table, click on the plus sign in the top right-hand corner. 

This will open the new record window. Firstly, give the Quote Table a name. This should correspond to the document that the Quote Table is going to be used in so it's easily identifiable. Secondly, type in the Style Name that you wish to use from Word, e.g. TableList1. Finally, select whether this Quote table is going to be the Quote Lines or alternatively the Total Table. For this example, we'd select 'Lines'.

Once happy with your selection, click 'Create' and this will add the new Quote Table. To edit the columns on this Quote Table, click on the pencil icon against it.

Step 3: Selecting Columns for Lines Quote Table

In the side panel, you can select which product and price fields you wish to add to your Quote Table. Please note: these options will differ depending on whether you selected the Totals or Lines Quote Table. 

You also now have the option to choose if you'd like to show the Extended Description on a separate row, or to merge the Extended Description with the Product Description. 

Step 4: Configuring a New Totals Quote Table

To configure a new Totals Quote Table, click on the plus icon in the top right-hand corner.

Firstly, give the Totals Quote Table a name. This should correspond to the document that the Quote Table is going to be used in so it's easily identifiable. Secondly, type in the Style Name that you wish to use from Word, e.g. TableList1. Finally, choose whether this Quote Table is going to be the Quote Lines or the Totals Table. For this example, we'd select 'Totals'.

Once happy with your selection, click 'Create' and this will add the new Totals Quote Table. To edit the columns on this Quote Table, click on the pencil icon against it.

Step 5: Selecting Rows for Totals Quote Table

By clicking the pencil icon a side panel will appear. Here, you can select which product and price fields you wish to add to your Quote Table. Please note: these options will differ depending on whether you selected the Totals or Lines Quote Table.

Step 4: Adding a Search & Replace Field

To add your new Quote Table as a search and replace field on your Word document template, you'll need to copy the Quote Table Code e.g. 76dcef.

You can then add in the following search and replace field to your Word document template, which includes your unique Quote Table Code - {Quote:Table.76dcef}. If you have a Lines Table and a Total Table, then you'd have 2 different Quote Table Codes, so they'd both need adding to your document like below: 

{Quote:Table.76dcef}
{Quote:Table.530e02}

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