Merge Templates

Use merge templates to merge Info Center information and information from the Proposals application into a custom proposal document created in Microsoft Word or Adobe InDesign.

Merge templates contain merge codes that retrieve data from an Info Center. The templates also contain your company's styles for proposals: page layouts, font settings, graphics locations, and other details.

You can assign specific merge templates to each security role, so that users have access to only the merge templates that they need to use.