Quote tables are an essential part of any Quote Document, and they differ depending on the businesses' preferred styling. This article will show you how you can change the colour and style of tables within Word, and then configure this in the CRM to automatically be added to your Quote Document.

Prerequisites:

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

Step 1: Modifying your table

Firstly, open Word and insert a table (Insert tab > Table). Then, select 'Table Design'. Here you should have a selection of table designs to choose from in the ribbon bar. You can either select one of these, or right click on one that is close to your preferred design and select 'Modify Table Style'.

When modifying your table, you'll be presented with various options to configure your table to your liking.

Once you've finished modifying your table, make sure to copy the name of this table from the 'Name' box, as this will be required for the CRM in the next steps.

Once happy, click 'New documents based on this template' then click 'OK'.

Step 2: Add Table to CRM

In the CRM System Settings, search for 'Quote Table' in the top right-hand corner. Then select 'Click to Configure' on the Quote Tables section.

Select the pencil icon to the right of the table that you wish to configure.

The name of the table that you previously copied from Word should now be pasted into the Style Name section so that the table you saved in Word can be merged with the document you're creating.

This will then be saved to that specific configuration. When making your document, make sure that the table code matches that specific one and your modified table will appear when the document is created.

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