Hello there,

I have been searching on Sugar Forge but I havent found anything that is updated to my needs.

What we want to do is when we create a new oportunity, there would be an option to open a MS Office Word document pattern, that will bring from Sugar a few fields (like account, date, etc) and this document will be alredy setup following our company standards.

So, our sales area, instead of only registering the summary of a proposal, they can create the whole proposal into the module.

Any idea where/how can I achive this?