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Knowledge Center > Commerce > Zuora Quotes > Zuora Config Settings > Quote Template Settings > Customize Quote Templates > Customize Quote Templates using Word Mail Merge

Customize Quote Templates using Word Mail Merge

This article explains how to create a custom quote template using the Microsoft Mail Merge feature and covers the mail merge features that apply to quote templates. For more specific information about Mail Merge, refer to the Microsoft Office Word documentation. Also, if you are using a version of Word that this article does not cover, refer to the Microsoft Office Word documentation for the exact steps to work with the Mail Merge features.

You are able to use up to 500 unique merge fields on a single quote template. The time to generate a quote PDF/document is proportionate to the amount of merge fields on the quote template. 

Insert a Mail Merge Field in a Quote Template

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Edit a Mail Merge Field in a Quote Template

Customize Billing Document Templates Using Word Mail Merge
Last modified
15:12, 8 Aug 2016

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