Tag Archives: Salesforce Quote Creation

How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU™ lightning version

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 »

How To Create A Quote Template In Salesforce?

This blog will discuss how a user can create a Quote Template in Salesforce. Below are the steps to create a Quote Template in Salesforce: – Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on “Quote Templates” in the Lightning Experience.… Read More »

Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version

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 »

Promote Quote from SF to Sage X3 ERP using GUMU™ Lightning Components

In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU™. Below are the steps to create New Quote from Opportunity Layout: – Login to Salesforce. Navigate to “App Launcher”. Search and Select the “Opportunity” for which the Quote needs to be created.… Read More »