How Do I Upload a Word Templete Into Office 369

The article covers the following topics:

• How to enable the Add-in

• Select the Entity to use for your Template

• Example Excel Template

The Pipeliner Templates Add-in for Microsoft Function 365 Word and Excel allows you lot to embed Pipeliner fields inside templates and then pull in the data from Pipeliner to complete the template outputting the result to Word, Excel or PDF. You can create a letter or class template using Word or club or quote templates using Excel. The details of creating and using a template uses Word in this example but there's a short Excel example which follows and the methods used are the aforementioned.

How to enable the Add-in

Login to your Microsoft Function 365 business relationship and open up a new document using Word.

Yous first need to find and enable the Add-in so click on the Insert menu and then cull "Add together-ins". Search for Pipeliner CRM and select.

Notation: If Add-ins are managed by your IT team, enquire one of your Admins to enable the " Pipeliner CRM Templates Add-in " in the Admin Managed section.

Now, when you click on the Habitation menu, you lot'll see a "Kickoff Pipeliner Templates" option on the right hand side. Click on the button and y'all'll be prompted to login to your Pipeliner user business relationship. Sign in to commencement building your template ⤵

NOTE: If you have admission to more than than one, select your Pipeliner space.

Select the Entity to utilize for your Template

The adjacent pace is to select the principal Entity yous want to work with. Choose:

• Account — if yous only want to use company information in your template (no contact or other details)

• Contact — if you desire to include details of an individual. You lot can besides admission details of the primary Account that the Contact is linked to. This is the choice to choose for Letter of the alphabet Templates or Forms that include Contact and Company details.

• Opportunity — you'll be able to select fields from an Opportunity AND the primary Business relationship and primary Contact that is linked to the Opportunity. This is the one to get for for Quote Templates or Society Confirmations.

• Lead — this pick works like Opportunity. You'll be able to insert fields from a Lead, its principal Account and main Contact.

NOTE: If you lot select an entity and begin creating your template, if you and so decide to use a different entity, your template will be reset and you'll need to start again ⤵

Case Quote Template in Give-and-take

This is a quote template which will pull in data from fields nigh an Opportunity and also the Primary Contact and Master Business relationship that the Opportunity is linked to.

NOTE: You lot don't have to start from scratch, you tin turn an existing document into a template very easily.

Open up your document (or commencement a New one) and select Opportunity as your entity from the Template builder ⤵

The start tab lists all the Opportunity fields, the second tab all the Primary Account fields, the third is all the Chief Contact fields, the fourth User fields and the concluding tab contains Miscellaneous fields ⤵

I'm going to start with Master Account and Principal Contact fields. In your certificate, click where you want to place the field, click on the "Primary Account" tab and and so select the field from the field listing in the right hand panel (think you tin can search for your field by name/fractional name) and click again to insert the field into your template ⤵

Repeat for all your Primary Account fields and so click on the "Primary Contact" tab and exercise the same for your Primary Contact fields.

You tin can scroll through your field list or search by name but if yous search instead, you'll encounter how all fields for each unlike entity that friction match your Search criteria will display.  This makes it actually easy to select and insert names, for example ⤵

Add together your User fields next ⤵

And so you need to add in the details you need from your Opportunity. If y'all're using the Products & Services section within your Opportunities, yous can include the filigree of products by selecting the "Product Tabular array" field from the Opportunities tab in your template ⤵

Repeat until you have inserted all the Pipeliner fields yous want to utilize and then click on "Adjacent".

Yous can now "Save as new template into Pipeliner" which saves your template for accessing from records inside of the Pipeliner App or "Map Opportunity from Pipeliner" to select a contact from within your Pipeliner space immediately.

Note: The " Edit Fields " button takes y'all back to your field lists ⤵

If you choose "Save every bit new template into Pipeliner", you'll then be prompted to enter a name for your template.

Enter your name and and so click on "Save to Pipeliner" ⤵

You'll get a message that your template has been successfully saved and a reminder that, in club to admission it, you'll need to open up an Opportunity in Pipeliner and then click on the "Documents" tab ⤵

Once saved, when y'all click on the back pointer, you lot'll now have an choice to "Save Changes in Template into Pipeliner" which y'all'll use to brand changes to a template that you've already saved ⤵

NOTE: You also have options to "Rename Template in Pipeliner"; "Salve as new template into Pipeliner" and "Map Opportunity from Pipeliner".

Using an open template from Give-and-take

To utilize your template immediately, click on "Map Opportunity from Pipeliner". The panel on the right will at present display a list of all Opportunities from Pipeliner. Search for the Opportunity you want to use using the search bar or scroll through the list; select your Opportunity and click on Cease ⤵

You'll then have the choice to download either as a pdf or as a DOCX file. Pick the one you demand and you'll see your file in your browser download bar at the bottom of the screen in the format yous chose ⤵

Click on the file to open it and yous'll see that all fields where at that place was data filled in on the Opportunity, Contact and Business relationship record in Pipeliner take been filled in on your template ⤵

You can attach your completed document (or pdf) to the tape in Pipeliner as normal.

Note: Unless you lot've moved it, yous'll notice it in your " Downloads " folder.

Using a saved template from Pipeliner

To access your templates, y'all need to open up up the right sort of record — for example, if information technology's a Quote template, open up an Opportunity then click on the Documents tab and select "Utilise Template" ⤵

You'll be able to select from All (Opportunity) templates, just Documents or just Spreadsheets or y'all can search by template name ⤵

You can download the template itself or delete it using the arrow on the right mitt side ⤵

You tin can select "Convert to PDF" to apply a PDF version rather than a DOCX. Click on "Attach" to fill your template with the details from the Opportunity that you have opened (and the Chief Business relationship and Primary Contact that the Opportunity is linked to). This will save a copy of the completed certificate or PDF to the Opportunity'due south Documents tab. Click on the file to download and open it.

Choose "Attach and Download" to save a copy of the completed document or PDF to the Opportunity's Documents tab and too download it ⤵

⬇

Example Excel Template

This is a uncomplicated form which will pull in data from fields about an Opportunity and the Primary Account and Main Contact linked to information technology. Make sure the "Pipeliner CRM Template Add together-in" is enabled every bit detailed earlier in this commodity.

Open up your Excel file or begin with a new blank worksheet and click on "Start Pipeliner Templates" ⤵

Select your Entity. This example uses Opportunity. Add in your Opportunity fields from the offset tab and so click on the "Principal Account" tab to access "Account" fields (or search for your fields past name). Finally, practise the same with your fields from the "Principal Contact" tab ⤵

Annotation: You tin access the electric current date from the Miscellaneous tab.

When you're finished, click on "Save as new template into Pipeliner" and add your template name. You'll then be able to admission it from an open Opportunity (equally it'due south an Opportunity template) within the Pipeliner app. To make full information technology with details of an Opportunity right now, click on "Map Opportunity from Pipeliner", search for your Opportunity and click "Cease".

To utilise from an Opportunity, click on the "Documents" tab of an open Opportunity, select your template and so choose "Salve" or "Relieve and Download".

Accessing Templates from the List View

If you're using the Listing View and yous select a record, the "Use Template" push button will become available. Click on it and select your template as before ⤵

brennansullumeent.blogspot.com

Source: http://help.pipelinersales.com/en/articles/3334713-microsoft-365-office-365-using-templates-with-word-and-excel

Share this post