Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More »
Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »
As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days. Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff: GUMU Sage… Read More »
In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »