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Excel Quote-Invoice Maker

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Creating a template

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Inserting image fields

Inserting opportunity fields

Inserting an opportunity field is similar to inserting a contact field with the noted difference that you may have more than one opportunity to merge into the document.

That's why when you insert an opportunity field (product and opportunity fields are all considered opportunity fields here) the add-on automatically increments them, as shown in the screenshot below.

PREVIOUS TOPIC
Creating a template

NEXT TOPIC
Inserting image fields

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