Word or Publisher Proposals from BCM Jeff 3/21/2007 12:53:00 AM We need a way to generate proposals for our products. Currently, the only way with BCM is to start a mail merge form Word or a marketing campaign from BCM. Can we have a method for sending a Word proposal from the BCM opportunity screen or the business contact screen. Ideally, I would like to select the Word template and automatically fill in the customer info, log the opportunity and e-mail a pdf of the porposal or fax via Venali or other online fax service. I would like to be able to do this in conjunction with entering my sales call notes... Thanks! ---------------- This post is a suggestion for Microsoft, and Microsoft responds to the suggestions with the most votes. To vote for this suggestion, click the "I Agree" button in the message pane. If you do not see the button, follow this link to open the suggestion in the Microsoft Web-based Newsreader and then click "I Agree" in the message pane. http://www.microsoft.com/office/community/en-us/default.mspx?mid=2463a044-5774-4c31-9dc8-46493fe83043&dg=microsoft.public.outlook.bcm

RE: Word or Publisher Proposals from BCM Monica Tsang (MSFT) 3/21/2007 5:38:27 PM Hi Jeff Thank you for your question. Unfortunately, BCM does not currently support mail merge through Business Contacts or Opportunity, but we will consider it in future releases. You can however incorporate Business Contact information through mail merge from Marketing Campaign. This can be done by using the following steps: 1. Launch Word E-mail merge from a Marketing Campaign. Word should be launched at this point. 2. In Word, select a list of recipients for your mail merge. (This can be done by using the Select Recipients button, or following the steps of the mail merge wizard (I recommend this option).) 3. After you have selected the desired recipients, the 'Insert Merge Field' button will be enabled at the top. You can choose desired fields to be added to your mail merge template. 4. You can preview your template with the customized fields by following the steps given in the mail merge wizard. Thanks. Monica Tsang [MSFT] "Jeff" wrote: [Quoted Text] > We need a way to generate proposals for our products. Currently, the only way > with BCM is to start a mail merge form Word or a marketing campaign from BCM. > > Can we have a method for sending a Word proposal from the BCM opportunity > screen or the business contact screen. Ideally, I would like to select the > Word template and automatically fill in the customer info, log the > opportunity and e-mail a pdf of the porposal or fax via Venali or other > online fax service. I would like to be able to do this in conjunction with > entering my sales call notes... > > Thanks! > > ---------------- > This post is a suggestion for Microsoft, and Microsoft responds to the > suggestions with the most votes. To vote for this suggestion, click the "I > Agree" button in the message pane. If you do not see the button, follow this > link to open the suggestion in the Microsoft Web-based Newsreader and then > click "I Agree" in the message pane. > > http://www.microsoft.com/office/community/en-us/default.mspx?mid=2463a044-5774-4c31-9dc8-46493fe83043&dg=microsoft.public.outlook.bcm

Re: Word or Publisher Proposals from BCM "Lon Orenstein" <Lon[ at ]pinpointtools.com> 3/21/2007 8:23:42 PM Jeff: They didn't do a good job of generating quotes in this version of BCM but there is a way. Using Office Accounting, you can convert an Opportunity into a Quote, and then output from there but it then keeps the Quote as a record in Accounting. Continuing the track, if the Quote turns into a real deal, you can convert that into an Invoice or Order. It's both handy and a kluge-y way of doing it. HTH, Lon ___________________________________________________________ Lon Orenstein pinpointtools, llc Lon[ at ]pinpointtools.com Author of Outlook 2007 Business Contact Manager For Dummies Author of the eBook: Moving from ACT! to Business Contact Manager 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104 www.pinpointtools.com "Jeff" <Jeff[ at ]discussions.microsoft.com> wrote in message news:2463A044-5774-4C31-9DC8-46493FE83043[ at ]microsoft.com... [Quoted Text] > We need a way to generate proposals for our products. Currently, the only > way > with BCM is to start a mail merge form Word or a marketing campaign from > BCM. > > Can we have a method for sending a Word proposal from the BCM opportunity > screen or the business contact screen. Ideally, I would like to select the > Word template and automatically fill in the customer info, log the > opportunity and e-mail a pdf of the porposal or fax via Venali or other > online fax service. I would like to be able to do this in conjunction with > entering my sales call notes... > > Thanks! > > ---------------- > This post is a suggestion for Microsoft, and Microsoft responds to the > suggestions with the most votes. To vote for this suggestion, click the "I > Agree" button in the message pane. If you do not see the button, follow > this > link to open the suggestion in the Microsoft Web-based Newsreader and then > click "I Agree" in the message pane. > > http://www.microsoft.com/office/community/en-us/default.mspx?mid=2463a044-5774-4c31-9dc8-46493fe83043&dg=microsoft.public.outlook.bcm