BCM 2007 Quotations

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Is there a way to merge the business contact info into a MS Word 2007 based
proposal?

I sell capital equipment and always send a proposal and have always wanted
to be able to automate the process... I'd like to be able to start the
process from the business contact or from the account "contact" while setting
up the opportunity.

Thanks
 
There are two ways to do that.

1. You can start with MS Word document and use mail merge. When you choose
the data source for contacts, you can choose "Business Contact" folder. It
requires understanding of mail merge feature in word.

2. You can create a marketing campaign in BCM with Word Mail Merge option.
You will need to add mail merge tags in the document that will be replaced
when with actual contact information.
 
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