How to download an Opportunity into a Quote template

opportunities export quote

To download a Opportunity you must first create a Microsoft Office Word template which you will then populate with the Opportunity information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where needed in the document and then save it as a (.docx) file.

Keywords which are recognised by RealtimeCRM:

  • {opportunityName} - Opportunity name
  • {opportunityDescription} - Opportunity description
  • {opportunityNumber} - Opportunity RealtimeCRM ID number
  • {opportunityValue} - Opportunity Value
  • {currentUserName} - The current user name
  • {companyName} - Company name (if provided)
  • {companyFormattedAddress} - Address of company (if provided)
  • {contactName} - Company contact name (if provided)
  • {date} - The date that the template is generated on
  • {salesManager} - The opportunity’s sales manager name

For each line item, you can specify the following tags

  • {name} - The name of the line item
  • {description} - The description of the line item
  • {value} - The value of the line item
  • {quantity} - The quantity of the line item
  • {total} - The total cost of the line item

You can loop through multiple items in your template by wrapping them as follows:

{#lineItems} {name} {quantity} {value} {total} {/lineItems}

Export to keywords To find all the keywords used by RealtimeCRM simply click the Export to button in the relevant Opportunity record and from the drop-down menu select ‘How does this work?’, there you will find a list of keywords and what they will import into your Purchase Order template.

Here we’ve created a simple Quote template that we will use in our example, the keywords will soon be replaced by the relevant corresponding information in the Opportunity once we come round to downloading it.

opportunity template

Downloading your Opportunity into the template

Now that you have set up your Microsoft Word Template save it as a (.docx) file making a note of which folder you have saved it to. Once it has been saved then complete the following steps:

  • Click on the Opportunities panel in the left hand side bar
  • Select the Opportunity record whose information you wish to download into the template
  • Once inside the relevant Contact record click the Export to button and select ‘Microsoft Word template (.docx)’ from the drop-down menu
  • A dialog box should open and you should select the relevant Microsoft Word template by double clicking it
  • The Opportunity information should now be downloaded into the template
  • In our example we named our template “Opportunity template” and by going through the above steps it will be downloaded as “Opportunity template (1)” with all the keywords replaced with the relevant Contact information, whatever you have named your template will follow the same procedure with ‘(1)’ added to the end

download opportunity

  • If you open your newly downloaded template you should see the keywords replaced with the relevant Project information as below:

opportunity template merged