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Excel Quote-Invoice Maker II

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Creating a template

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Inserting image fields

Inserting opportunity or product fields

Inserting an opportunity or a product field is similar to inserting other fields with the noted difference that you may have more than one opportunity or product to merge into the document.

That's why when you insert an opportunity or product field, the add-on automatically increments them, as shown in the screenshot below.

PREVIOUS TOPIC
Creating a template

NEXT TOPIC
Inserting image fields

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