You can create and edit Custom templates in Word. You control the formatting, design and, most importantly, the amount of information you want to transfer from your RAYNET environment. You can either choose from a number of our pre-made template designs or create a completely new template from scratch.
How to transfer data from RAYNET into a document template?
Simply insert a special text tag in the place where you want to display the RAYNET data. You can transfer not only the basic values but also those from your custom fields. Watch an example:
Detailed instructions for creating templates can be found here.
For which record type can you create your own template?
- Deals (2 pre-made templates)
- Quotes (4 pre-made templates)
- Projects (1 pre-made template)
"Finally, we generate contracts and quotes in one click"
For Emanuel Matejka, this new functionality solves the problem of having a parent company, where he works, sharing salespeople with three subsidiaries and handling their entire agenda within one CRM account. Thus, salespeople had a problem with issuing Quotes within a specific subsidiary.
This situation can now be solved by each company having its own document templates, which speeds up the work of salespeople considerably.
For us, this feature is absolutely essential while creating sales and service contracts with the data from the CRM. It minimizes the error rate of manual input. Awesome and big kudos, keep it up!
Emanuel Matejka, Sales Director
As the salespeople within the group of companies issue about 5 contracts per day, they now use Custom Templates for contract preparation as well.
Specifically these:
- handover protocols
- purchase contracts
- cooperation agreements
Clever tweaks for your templates
These tips might come in handy when working with templates. You will find more in this guide.
- Edit your document template with formatting tags turned on. This will make the template easier to work with.
- Edit the meta information of the docx document before uploading the final template.
- Use a font that is generally used. Using special fonts may make the document unreadable to another user if they do not have the fonts installed.
- Change background colors throughout the document via Table Design -> Shading. Check all pages of the document.
- When adding a new column to the table, check its width.
