salesordersalesorderdetailGenerate an order confirmation from Dynamics 365 Sales
When a quote is won it becomes an order, and the customer expects a confirmation the same day: what was ordered, where it is going, when they asked for it and how it ships. Every one of those facts is on the salesorder record.
VerseDocs turns the order into a confirmation document from the order form or automatically when the order is created. The ship-to and bill-to blocks come from the order's own address columns, the items from order products, and the delivery date is formatted the way your customers read dates.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to order confirmation in 4 steps
Download the order confirmation template
Bound to salesorder with order products as lines. Ship-to and bill-to sit side by side; the second address line hides when empty.
Load it in Template Studio
New Template, bound table salesorder, upload, paste manifest and sample data, preview.
Generate from the order
Open the record, click Generate document, choose the template and Word or PDF. The file attaches to the record's timeline without a flow.
Send it on creation
A flow triggered when a salesorder row is added calls vdocs_TemplateFromRow and emails the PDF to the order's contact, or files it in the customer's SharePoint folder.
Start from the order confirmation starter
The confirmation uses {{salesorder.shippingmethodcode}} and {{salesorder.paymenttermscode}} as labels. To add a delivery-instructions field of your own, type {{salesorder.<your column logical name>}} anywhere in the document.
- Order number, confirmation date and requested delivery date
- Ship-to and bill-to addresses side by side
- Order name, shipping method, payment terms and status
- Line items from order products
- Subtotal, tax, conditional freight and order total
Tokens in the template
Order {{salesorder.ordernumber}} · requested delivery {{salesorder._raw.requestdeliveryby:d MMMM yyyy}}
Ship to
{{salesorder.shipto_name}}
{{salesorder.shipto_line1}}
{{#if salesorder.shipto_line2}}{{salesorder.shipto_line2}}{{/if}}
{{salesorder.shipto_city}} {{salesorder.shipto_postalcode}}
{{#each salesorder.lines}}{{productid}}{{productdescription}} | {{_raw.quantity:0.##}} | {{extendedamount}}{{/each}}Paste any of this into the template playground with the sample data to see it render in your browser.
- Can the same template also serve as a packing slip?
- Yes. Copy it, remove the prices and totals, keep the ship-to block and the item loop, and save it as a second template on the same table. The Generate document dialog lists both.
- What happens if an address line is empty?
- {{#if salesorder.shipto_line2}}…{{/if}} wraps the whole paragraph, so an empty line removes the paragraph rather than leaving a gap.
- Can we generate confirmations for a batch of orders?
- Yes. Select up to 100 orders in a view and click Generate document; each confirmation attaches to its own order. From a flow, vdocs_TemplateBatch renders a set of rows into one zip or one merged PDF.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.