In Exact Synergy Enterprise you can use the Word merge functionality to create Word documents with prefilled information from Exact Synergy.

Trifier B.V. wanted to get more control over their sales cycle.
So in Exact Synergy I’ve setup the sales cycle and opportunity management.

During the sales cycle the inside sales colleagues generate a quotation document based on a Word merge template created in Exact Synergy Enterprise from a request called “Prepare quotation”.

The request itself holds all sort of different information like:

• Lead information;
• Contact information;
• Invoice information;
• Opportunity information, etc.

The quotation that they send out to their prospects or customers will refer to the “Opportunity code” as a reference number for the opportunity and all related information in Exact Synergy Enterprise.

The standard XML schema for adding merge fields to a Word template doesn’t contain the reference to the “Opportunity code“.

Based on the documentation “How to: Extending Word Merge Schemas” I extended the quotation template with the “Opportunity code“.

The following content should be placed in a file “MailMergeTags_OpportunityfromRequest.xml” in the directory “Exact Word Merge Integrator/XML” in the installation directory of Exact Synergy Enterprise:

<eExact>
<Entities>
<Entity name=”Opportunities from requests” tableName=”Absences” keyField=”ID”>
<Fields>
<Field name=”OpportunityCode” sql=”(SELECT Code FROM Opportunities WHERE ID = {0}.OpportunityID)” />
</Fields>
</Entity>
</Entities>
</eExact>

And the following content should be placed in a file that you need to load into the Word Merge document:

<eExact xmlns=”Exact – Extended”>
    <Opportunities from requests>
        <OpportunityCode>Opportunitycode</OpportunityCode>
    </Opportunities from requests>
</eExact>

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