Document Merge (Manually) - Create documents and print out information

To create document in a deal and print information from Salestrekker, open the deal and press “Create document(s)”. From expanded menu choose templates you want to use by ticking checkboxes and press “Create” (it is possible to select multiple). If some templates are grayed out that means that some mandatory fields have not been filled in.

Salestrekker will pull all data into new docs which will be filled with all info regarding the deal and new document will be issued in seconds. It will appear in Document tab, but new notes of created merged documents will be posted as well so you will be able to track progress seamlessly.

If you don't have any templates - you can create and upload them as described here.