This feature allows users to quickly generate a new Word document or email using your document templates within the CRM. This should be configured for document templates that are regularly used, such as your most common Quote document.

Prerequisites

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

Step 1: Go to Settings Centre

Simply click the cog icon in the bottom right-hand corner of your CRM to go to the Settings Centre. Then, search for 'Document Template' in the search bar.

Step 2: Edit the Document Template

Click on the pencil icon of the document template that you wish to add to your quick create documents.

Step 3: Toggle on Pin Setting

(Note, depending on your version, this toggle is either titled "Quick Create" - as seen in the screenshot below, or in newer versions is now called "Pin to Menu")

By clicking the pencil icon, a side panel will appear where you can set the "Pin to Menu" option to 'Yes' (it should then be highlighted blue).

Step 4: Use your pinned template

Now that we've pinned this template, you'll be able to use the document template straight from the further options menu (three dots) on the relevant CRM record. In the example below, we've set the Email Quote template as a quick create option and can use this straight from the further options menu ('Create Email Quote') on any quote that we create. 

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