Welcome to Documill - Juuso Nurmela
After a short career as a bookkeeper, our new account manager Juuso realized that he enjoyed making money more than counting it. Yes, he is really into numbers...
Read moreKimmo Salmela · January 16, 2018 · 3 mins
We like the content of our customer documents short and sweet, so it can be learned as quickly as possible. Yet every detail that matters needs to be included. And we like to give the documents we send out a nice, professional look and feel, don’t we?
One way to make our quotation documents a bit more attractive is to add a picture of each product offered in them. This may even help to save those proverbial thousand words – quite many at least.
With Documill Dynamo, doing such thing is as easy as your ABC, especially if
But if you have the pictures and the necessary data saved somewhere else in Salesforce, don’t worry. Mapping them to the appropriate field is still very easy with Documill Dynamo.
Do you want to see how it works in practice? Just download the free trial version of Documill Dynamo and follow these steps:
1. Open Salesforce and
2. Select Template Builder and desired environment (Production or Sandbox) to launch Documill Dynamo, then Log in with your Salesforce credentials
3. Choose Quotation template with product images
4. Click Next and (when new window opens) Create
5. When the template opens, click the Test button, to see how it will look when enabled in Salesforce and (when a new window opens) choose an opportunity record from which test data will be fetched to the template’s fields.
Now you should be able to see the quotation document with the pictures visible and almost all its fields filled in (an example is shown in the figure below).
Would you like to make the template complete and available in Salesforce for users? To do this, you need to add some missing details (like your company HQ address and logo in the header) and adjust some settings in Salesforce. Just follow the steps in this article, while continuing to use the template you are using now (Quotation template with product images), instead of Simple Quotation template suggested in the article. An example of a final result is shown in the figure below.
Written by
Kimmo Salmela is a communications manager at Documill. Earlier on, he worked in several industry and solution marketing and communication positions at Nokia. Now Kimmo focuses on online collaboration technologies and their future prospects for businesses.
After a short career as a bookkeeper, our new account manager Juuso realized that he enjoyed making money more than counting it. Yes, he is really into numbers...
Read moreToday we welcome the second fresh marketing specialist of the year: Ana Rosa. She has already kickstarted productivity by writing articles and creating new visuals.
Read moreHow do the prospects look for auto the lucrative vehicle aftersales market? We see radical changes ahead, driven by new technologies and buyer requirements.
Read more