Modify a Custom Proposals Merge Template

To modify a merge template, you can either save a sample merge template with a new name when you export it, or you can export the sample merge template and then rename it in Word before you save it.

To modify a sample merge template, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Merge Templates.
2. On the Merge Templates form, select the merge template to modify and click Export.
3. On the File Download dialog box, select Save this file to disk and click OK.
4. On the Save As dialog box, browse to the location where you want to save the merge template for modification.
5. Optional. Change the filename for the merge template.
6. Click Save.
7. In Microsoft Word, open the saved merge template and modify it.

Postrequisite: To make a modified merge template available for use in custom proposals, you must Add a Modified Custom Proposals Merge Template.