How to create and add your own templates for Doc Merge | SugarCRM Tutorial

Create all of your own templates for SugarCRM, so you can automate all document and letter creation. In this video, we provide the know-how to get started with making and implementing them. SugarCRM's Sample Templates: https://support.sugarcrm.com/knowledge_base/doc_merge/sample_document_templates/ Want us to overhaul your CRM set up? Click here: https://bit.ly/enableDiscoverSugarDocMerge 0:00 Intro 0:55 Adding the Document Templates Module 2:27 Sample Templates from SugarCRM 3:19 Adding details to your template 5:00 Adding templates to your Sugar System 6:04 Creating a Templated Document 7:22 Adjusting your Templates 8:48 Example with Spreadsheet 11:50 Outro