Appending quote or order ID to Word or PDF file name

You can configure Sage CRM to automatically append a quote or order identifier to the name of a Word or PDF file generated by a mail merge. As a result, when a user completes a mail merge for a quote or order, the generated file name will have the following format:

<template file name>-<quote or order ID>.<file name extension>

To configure this behaviour:

  1. Go to My profile | Administration | Data Management | Products.

  2. Select the Product Configuration tab.

  3. Select Change and set the following options to Yes:

    • Use Quote Format for Merge document name

    • Use Order Format for Merge document name

  4. Select Save.

Consider the following limitations:

  • Sage CRM automatically removes the following special characters from quote and order identifiers before appending them to file names:

    / \ : * ? " < > | . & '

  • This feature works only when a user selects a single quote or order. With multiple quotes or orders selected, Sage CRM appends a randomly generated number.