Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
What's covered 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'. Use 'Lines (Preview)' to choose your own quote table columns.
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.
Once you select Configure Columns, you'll be shown the preview of what your table will look like.
You have the option to change the following for your Quote Table:
Labels of each column
Add additional columns
Remove Columns
Re-order Columns by dragging and dropping the Column name
Select the column width
Additionally, if you want to add in new fields including a custom field, you can also do this using the 'Add Column' button which will open the Field Selector for you to modify the table contents.
Adding Linked CRM Library Files
If you have CRM Library files linked to Products within the CRM, then you can also have links to the Library files display in your Quote Table. This is a great addition for your customers to easily access any attachments required for Products you're quoting.
To enable CRM Library files in your Quote Tables, enable the 'Linked Files' toggle when configuring your Quote Table.
Once enabled, you'll have a new column called 'Files'. You can also choose to rename this column, move it, and configure the column's display by selecting the spanner icon.
Own Column
Displaying files as 'Own Column' will input any linked Files in their own column:
Own Row
Displaying files as 'Own Row' will input any linked Files in their own row underneath the Product:
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 'Lines (Preview)'.
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 and you will then follow the exact same steps as before for the Lines table.
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 through selecting 'Configure Columns'. Please note: these options will differ depending on whether you selected the Totals or Lines Quote Table in the previous image.
Step 6: Configuring Columns
You'll then be shown the preview of what your table will look like and have the option to change the names and width of each column, and to add, remove and re-order columns. To re-order columns, simply drag and drop the column name into place. To understand how to adjust the width of the columns on your quote table, please check out this article.
Select 'Add Columns' and you'll be presented with a list of options that you can add into your table. To add in a custom field, simply scroll to the 'Custom Field' section either under the Quote line or product line - depending on where the custom field is appropriate.
Step 7: 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 two different Quote Table Codes, so they'd both need adding to your document like below:
{Quote:Table.76dcef}
{Quote:Table.530e02}