How to use Dynamics CRM Document Template to create Freight Quotes
With the Microsoft Dynamics CRM 2016 release, document templates can now be created in Word and Excel. For freight Forwarders looking to create shipping templates such as Freight Quotes, the new feature allows you to create quickly.
How to select a Word Document Template
We will provide an example using the “Surucas Freight Quote System” managed solution.
- Follow the business process flow until you get to Freight Quote Stage.
- Create a new Freight Quote Record
- Once you have entered the Freight Quote information, users can pick from a pre-configured freight quote template.
- The Freight Quote now appears in Word.
Surucas has designed a managed solution for freight forwarders to manage freight quote requests. Freight Forwarders can use the “Surucas Freight Quote System” solution and import into Dynamics CRM to start using the features that will help all forwarders close more freight deals.
Please feel free to contact us at 786-245-5232 or email us at firstname.lastname@example.org for more information.