AnsweredAssumed Answered

Adding an opportunity's products to a proposal

Question asked by epatience on Sep 19, 2016
Latest reply on Sep 21, 2016 by ymshell000

I would like to take an opportunities products and add them to a proposal template.

 

I would like to separate them based on product family (one time vs recurring)

 

See

  • Tagged Fields in Template Document for the MS Word template and the tagged fields I've used
  • Output in Word shows the result

 

Problem

I get my opportunity product detail into my document properly.

But I cannot get my product information, even though the tag is in my template

 

Thoughts?

Outcomes