Select Sections to Merge Dialog Box

On this dialog box, select the sections to include in a custom proposal, and run the merge process to create the custom proposal document.

Click a section in the Sections list to select it. You can select multiple sections by pressing and holding the CTRL or SHIFT keys on your keyboard as you select the sections with a mouse click.

Location

To display the Select Sections to Merge dialog box, complete the following step:

1. From the Ajera CRM Navigation menu, click Proposals > Custom Proposal.
2. Click Merge Proposal on the form toolbar.

Contents

Field	Description
Select All	Click this button to select all the custom proposal sections in the Sections list on this dialog box to merge.
Clear All	Click this button to clear the custom proposal sections that you made in the Sections list.
Sections List	This list displays all the custom proposal sections that you created for a custom proposal. Select one or more sections from this list to include in the merged proposal.
Merge as one document	This check box applies only for Adobe InDesign merge templates. Select this check box to merge all the custom proposal sections into one merged document. Clear this check box to merge each selected section into a separate document. For Microsoft Word merge templates, only one document is created whether or not you include one or multiple sections in the merged document.
Merge	Click this button to generate a merged document for the custom proposal sections that you selected. If you generated the custom proposal with a Microsoft Word merge template, an .rtf file in Word displays on your screen. If you generated the custom proposal with an Adobe InDesign merge template, an .indd file in InDesign displays on your screen.
Cancel	Click this button to cancel the selection of custom proposal sections and return to the Custom Proposal form without merging any sections.