{"id":21201,"date":"2018-12-26T08:29:02","date_gmt":"2018-12-26T08:29:02","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=21201"},"modified":"2019-02-21T07:02:21","modified_gmt":"2019-02-21T07:02:21","slug":"modify-print-quote-button-functionality-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/12\/26\/modify-print-quote-button-functionality-in-sage-crm\/","title":{"rendered":"Modify Print Quote button functionality in Sage CRM"},"content":{"rendered":"

In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button.<\/p>\n

New Stuff:\u00a0<\/em><\/strong>Set properties of Multiline Text field in Sage CRM <\/a><\/span><\/p>\n

In native Sage CRM, you can view the Print Quote button on Quote Summary screen. Refer below screenshot.
\n\"Print
\nOn click of Print Quote button, Quote template is printed in PDF format and gets displayed into a new window. Refer below screenshot.\"Quote Consider you want to your own template to be printed on clicking of Print Quote button. To do this, you need to follow below steps.<\/p>\n

    \n
  1. Login into Sage CRM with Admin user.<\/li>\n
  2. Navigate to below path in Sage CRM.
    \nAdministration | Email and Documents | Document Templates.
    \n\"Document<\/li>\n
  3. Click on Add File<\/strong> Upload your template by selecting your template.<\/li>\n
  4. Below screen will be displayed. Fill the details in respective fields and click on Save<\/strong> button.
    \n\"template<\/li>\n
  5. Now again select the template and you will observe Quick Template check box is available at the bottom of the screen. Refer below.
    \n\"Quick<\/li>\n
  6. Check Quick Template checkbox and click on Save<\/strong> button.<\/li>\n<\/ol>\n

    Once done, click on the Print Quote button and you will observe that your template will get printed as shown below.\"PrintSimilar steps can be followed to print your own template on Print Order<\/strong> button which is available on Order Summary screen.<\/p>\n

    About Us<\/strong>
    \n    Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

    Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

    Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

    For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. New Stuff:\u00a0Set properties of Multiline Text field in Sage CRM In\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-21201","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nModify Print Quote button functionality in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/12\/26\/modify-print-quote-button-functionality-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Modify Print Quote button functionality in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM v7.3 SP3 onwards, Quick Template option has been introduced in Sage CRM. This option is available into Document Templates section. In this blog, we will be explaining how one can modify template which gets printed on clicking on Print Quote button. 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