Customize quote templates using word mail merge
This guide details the process of creating and customizing quote templates using Microsoft Word Mail Merge feature.
This article explains how to create a custom quote template using the Microsoft Mail Merge feature and covers the mail merge features that apply to quote templates. For more specific information about Mail Merge, refer to the Microsoft Office Word documentation. Also, if you are using a version of Word that this article does not cover, refer to the Microsoft Office Word documentation for the exact steps to work with the Mail Merge features.
You are able to use up to 500 unique merge fields on a single quote template. The time to generate a quote PDF/document is proportionate to the amount of merge fields on the quote template.
Insert a Mail Merge Field in a Quote Template
You can create a custom billing document template using the Microsoft Mail Merge feature, as well as insert mail merge fields to a template and customize the format, and use the mail merge tables to add multiple line items to a template.