Category Archives: Quote

Sage CRM 2021 R2: Selection of Template while sending Quote or Order

With the release of Sage CRM‘s new version i.e., Sage CRM 2021 R2 many new features as well as enhancements are made available that help to manage the Customer Relationship and make the business process smooth and trouble-free as well as user-friendly to use. One of the new enhancements is now available on Quote and… Read More »

Notify if Quote is expired in Sage CRM

In Sage CRM, we can change the color of fields as per our need or business requirement. One of our client came up with a requirement that, if the expiration date has gone past the current date then it would show in Red color. Suppose you are having multiple Quotes records, but while going through… Read More »

Sage CRM 2021 R2: UX improvements – Configuration of Quote/Order merge document names

Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »

Notify user to complete Quote line Items

Quotes are the important aspect in any business, hence forth Sage CRM provides functionalities to handle them effectively and efficiently as well. One of those many feature is converting or promoting quote to order. New Stuff: Display Selection field value as an Icon using Client Side API In Sage CRM there is a button on… Read More »

Insights of Billing and Shipping addresses within Sage CRM Order Entry Screen

In Sage CRM, Billing and Shipping Address are displayed on Order Entry Screen as shown below. New Stuff: Enable Hyperlink for Custom Entity record in Quick Find Search. One of our colleague who has recently joined our organization has asked us the query on how Billing Address and Shipping Address format is populated in Sage… Read More »

Delete Quote Line Items using JavaScript

We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »

Restrict Users from applying discount to entire Quote and Order

As we know, Sales process is driven with the help of Lead, Opportunity, Quotes and Orders. And, to generate quotes and orders, we link the products and their prices in Quotes and Orders tab against Opportunity. This Quotes and Order functionality also comes with a feature wherein we can apply discount to an entire order… Read More »

Disable Delete Button on SWT Quote and Order Summary Screen

Sage CRM integrated with Sage 300 ERP allows us to access important information in real-time. It also provides synching of tables and database of Sage 300 ERP that allow us to create Quotes and orders from CRM which pushes data in ERP. New Stuff: Restrict users in creating Recurring Appointments While doing customization for one of… Read More »

How to enable Quotes & Orders tab against Opportunity?

By now, we all are familiar with the various Businesses across the world and its necessity to track the Sales and Purchase details. Sage CRM is very much capable in managing the Sales process with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. But as every business has a slight… Read More »