Please note, you need to subscribed to the Sales Module to create a sales mail merge template
Arthur has ready-made ‘variables’ for you to use and insert into the blanks of your document. These variables will then become information once you mail merge.
Locate your chosen variables from within one of the areas. Copy and paste your chosen variable including the brackets
Open your word document and paste the variables
Once the variables have been applied save the document as .docx or .Opendocumenttext, upload the template. Either replace an existing file or upload a new one.
When uploading a offer template the model is “Offer”
When uploading a Memorandum of Sale template the model is “Unit”
This is linked to How mail merge your Sales Document
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