Creating a proposal

You can use Mail Merge to create sales proposals.

Note: This option is available only in Microsoft Word after installing application Mail Merge for Microsoft Word. For more information see Installing Infor CRM SLX Mail Merge For Microsoft word

To create a proposal:

  1. Access the template, document or a blank document, in Microsoft Word, that you require to save as a new sales proposal template.
  2. Click Save as New Template on the Mailings tab. The Template Properties window is displayed.
  3. Select the template properties and click OK.
  4. Click Insert SLX Field on the Mailings tab and select the field from the merge field list. The application merge field is added to template.
    Note: You can add, copy or remove content from one document to another.
  5. Continue adding or deleting merge fields as required.
  6. Click Opportunity Product Table to add an opportunity product table.
    1. Specify this information:
      Table Format
      Select the table format for the table.
      Options
      Select the properties for the table.
      Auto Fit
      Select the auto fit properties to the table. Possible values:
      • The width of the document window.
      • The contents of the table cells.
      Edit Table columns
      Select the Edit Table Columns to open the Edit Columns window. You can modify the table column captions, width, and alignment. For more information, seeModifying Columns in Word template tables
  7. Click Save.
Related topics