Posted tagged ‘merge fields’

New Feature – Merging Fields from Opportunities into Quote/Proposal Templates

May 16, 2014

LeadMaster has Opportunity Management as one of the basic functions in the system.  It includes storing, searching, emailing and reporting on opportunities.  LeadMaster also has a customizable Quote / Proposal system.  Now the two features have come together with the addition of merging data from opportunities into quotes and proposals.

Start with a Quote Template.  You can either use one of the pre-defined professional looking templates or create your own.

Start by Using one of the Pre-Defined Quote Templates or Create Your Own

Start by Using one of the Pre-Defined Quote Templates or Create Your Own

Next select the fields you want to add to your  quote / proposal.  In addition to all of the standard contact fields from the database you also have opportunity fields.

 

Place the merge fields wherever you want on the template

Place the merge fields wherever you want on the template

After you’ve finished with the design and merge the template is complete and ready to use.  Find the contact and you can create a PDF for printing or sending via email.

 

The finished Quote-Proposal is Ready to Go

The finished Quote-Proposal is Ready to Go

 

LeadMaster F.A.Q – merge fields work in email templates

July 20, 2011

Why don’t the merge fields work in email templates?

  • This sometimes happens when a user highlights only part of the variable and then formats it resulting in formatting tags getting between the brackets [ ].
  • For example in this HTML the brackets surrounds the formatting [<strong><span style=”text-decoration:underline;”>ContactFirstName]</span></strong>.  There cannot be anything inside of the left and right braces brackets “ContactFirstName”.  The code should read:<strong><span style=”text-decoration:underline;”>[ContactFirstName]</span></strong>
  • Note the bracket, then the format, then ContactFirstName is incorrect.
  • It should be format, bracket, ContactFirstName, bracket – for example <strong>
    [ContactFirstName]</strong>
  • You can correct the html by opening the template and either fixing the code from the HTML view or by removing that entire line and re-entering the merge field and ensuring that you fully highlight the entire merge field including braces prior to applying any formatting.
  • The issue is only an issue when the user does not highlight the entire merge field and braces when applying formatting.

 

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