Example templates for nested mail merge

Sage CRM is supplied with two example templates for nested mail merge: 

• Panoply Sales Quote.html. Uses Quote as the parent entity and Quote Items as the child (nested) entity.
• Panoply Sales Order.html. Uses Order as the parent entity and Order Items as the child (nested) entity.

You can use these templates to create your own. Note the use of the TableStart and TableEnd merge fields.

Panoply Sales Quote.html template

Panoply Sales Order.html template