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How to work with document templates in Salesbox

Use document templates to become more efficient

If you work with sales it might be time consuming to create the same type of documents from scratch each time. This is article describes how to use Salesbox together with Google Drive, OneDrive or OneDrive for Business to work with document templates.

Prerequisites

You need to have the following to be able to work with document templates.

  1. An account in Salesbox CRM
  2. An account in Google Drive, MS OneDrive, MS OneDrive for Business or Dropbox
  3. A Google Docs or Microsoft Office 365 account

How to connect your storage to Salesbox

Microsoft OneDrive or OneDrive for Business 

  1. Go to company settings and select Company info.
  2. Click on the link button next to OneDrive or OneDrive for business and login
  3. Each user need to go to My settings and select Addons
  4. Each need to click on the link button for Office 365

Google Drive

  1. Go to company settings and select Company info.
  2. Click on the link button next to Google Drive and login
  3. Each user need to go to My settings and select Addons
  4. Each need to click on the link button for Google Drive and the same for Google

Now you’re good to go.

What has happened now is that Salesbox has created a Salesbox folder inside your Google Drive, OneDrive or OneDrive for business (storage).

Every time you go to an account, contact or opportunity in Salesbox and click on the document icon for the first time Salesbox will automatically generate a document structure (Quotes, Agreements, Presentations, Emails, Notes) inside the account, contact or opportunity. At the same time Salesbox creates a new document folder in your storage for this specific account, contact or opportunity while also copying the autogenerated structure to your storage.

Now you can add documents and new folders either in Salesbox or your storage and get a 2 way sync between your storage and Salesbox.

Inside Salesbox you can also create more folders than the automatically generated ones. You can also create new Google Docs and Office 365 documents.

You can also import existing documents from other parts of your storage or local computer.

How to create and work with templates

We recommend you create a new Template folder in your storage.

Open your Google doc or Office 365 to create you template, when done save it to your new Template folder.

To use this template in Salesbox

  1. Go to the account, contact or opportunity you want to use the template on.
  2. Click on the document icon
  3. Click on the folder you want to add the new template based document to
  4. Click on the document plus sign
  5. Select import from Google Drive, OneDrive or OneDrive for business
  6. Navigate to your Template folder and select the relevant template
  7. Now you have added a copy of the template to your account, contact or opportunity
  8. Click on the new document and start editing/writing the missing parts

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