1. Establish your Document Types
Document Templates help to ensure all messages being sent to your customers are on-brand, whilst also saving CRM users time and effort by simplifying document creation.
Must Do's
2. Edit Word/PDF Quote Template
Edit our ready made Quote Template in minutes to start sending quotations to your customers.
3. Adding Quote to Order Workflow Buttons
Learn how to add Quote-to-Order Workflow buttons to your emails - step-by-step!
4. Apply Company Branding
Change the Customer Portal from the default ProspectSoft branding to your own!
5. Configure Word Template
How to upload Word Documents to be used as Document Templates within the CRM.
Watch it6. Configure Email Templates
How to create emails to be used as Document Templates within the CRM.
Watch it7. Set up your Email Signature
Outlining how to set email signatures for emails being sent from the CRM.
Watch it8. Sending Emails from Own Domain
Detailed steps on how to send emails from your own domain rather than the default CRM email address.
9. Install the Prospect CRM Add-in for Word
The Prospect CRM add-in for Word helps you create word templates and easily insert search and replace fields.
Recommended
US Date Format for Document Search & Replace Fields
Changing Search & Replace date fields to US date format e.g. 11/21/2021.
Sending Emails to CRM Inbox Address
Send emails to your CRM Inbox Address to automatically save emails into Prospect CRM.
CRM Library
Understanding how the CRM Library in Prospect could help your business.
Configuring Attachments for Email Templates
Setting Word/PDF document templates to automatically attach when email templates are used.
Installing Save To CRM Add-in (Outlook on the web)
Save to CRM add-in for Outlook allows you to save incoming emails into the CRM.
Installing Save To CRM Add-in (Desktop Outlook)
Save to CRM add-in for Outlook allows you to save incoming emails into the CRM.
Installing Save To CRM Add-in (Gmail)
This article will walk you through how to install the Save to CRM add-in for Gmail.
Configure a Default Email Template
The Default Email Template will be used whenever a CRM user sends an email via the CRM without using an email template, ensuring all CRM users are sending out emails using your company's branding.
Watch itEnabling Product Images for Word & Email Quote Tables
By including product images on your Quote Tables, it can help to bring your product or service to life.
Build your Word Quote Tables
Quote Tables display the products and prices on a Quotation. This article outlines how to create Quote tables within a Word standard document in the CRM.
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