Veer

The email merge does not have the same functionality for handling quotes and quote items as the document merge. Quotes and Orders and their child Quote/Order Item records are special examples of the 'Header and Details' type of relationship. The document merge works like it does only for those entities. Other 'Header and Details' records can not merge documents and include the details in the body.

Other people have handled the 'header and details' merge problem for emails in a couple of ways. The first is to look at 3rd party development partners who have add ons that help with this. I think Greytrix and CRM Together have offerings.

Or they design a two step process. The two step process that I have seen involves using a either a temporary table or additional fields in the header record. Basically the first step is to 'roll up' the child records using a 'pre-merge' script and store that in a field(s) along with the fields of the header record. Then create the email from that record that contains the header fields and the 'rolled up' child data.

I hope that made sense.