In this blog, we are going to discuss about “How to create product features and options in Salesforce CPQ“. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features… Read More »
In this blog, we are going to discuss about “How to Setup Demo CPQ Org In Salesforce”, In this blog we will cover the process of creating Demo CPQ org in salesforce. CPQ stands for Configure, Price, Quote is software by salesforce sales tools that helps sales reps to create quote price configurations, quantities, discounts… Read More »
In this blog, we will discuss how to ‘upload a Logo in Salesforce CPQ Quote Template’. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company’s logo and make your brand… Read More »
In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »
In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU™. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout. Quote Creation in Salesforce Login to Salesforce. Navigate to “App launcher”. Search for “Opportunity” and… Read More »
In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »
Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage Enterprise Management and Sage 300) is real time bi-directional link which syncs data from Salesforce to Sage X3 and vice versa. Using GUMU™ user can promote Quote from Salesforce to Sage ERP. Here, in this blog we will discuss how to promote Quote from Salesforce to… Read More »