{"id":25913,"date":"2021-10-11T06:12:49","date_gmt":"2021-10-11T06:12:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25913"},"modified":"2021-10-11T06:12:52","modified_gmt":"2021-10-11T06:12:52","slug":"sage-crm-2021-r2-changes-in-mail-merge-functionality","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/11\/sage-crm-2021-r2-changes-in-mail-merge-functionality\/","title":{"rendered":"Sage CRM 2021 R2 &#8211; Changes in Mail Merge Functionality"},"content":{"rendered":"\n<p>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 provides a very efficient way to generate and print quotes. Using Merge to Word and Merge to PDF button users can generate quote in word and PDF format respectively. Send Quote button is used to send the quotes to customer.<\/p>\n\n\n\n<p><strong>New Stuff: <\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/01\/send-email-to-the-selected-peoples-of-sage-crm-groups\/\">Send Email to the Selected Peoples of Sage CRM Groups<\/a><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/Img-1.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Sage CRM merges data from a quote in predefine standard quote template \u201cPrint Quote Template\u201d and sends it as an attachment in email. Each organization can have their own customize quote template. Sage CRM allows them to use custom templates. Sage CRM allows to modify Print button functionality to use a custom template instead of a native one.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-2-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-2-1.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>What if users want to send different quote templates to different customers? For example, if the customer type is of type \u201cProspect\u201d then use \u201cProspect Quote Template\u201d and if the customer type is \u201cReseller\u201d then use \u201cReseller Quote Template\u201d and so on. In previous versions till 2020 this was not possible to send different templates but, now in v2021 Sage has provided the option to select the template before merging data and send it to the customer.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Once the user clicks on Send Quote button user gets navigated to screen which shows the list of Email Templates added against Quote\/Order entity. Then whichever document template is selected by a user, data gets merge into merge fields and same is attached as an attachment in PDF format for sending mail. Refer below image.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-3-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-3-1.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>One can preview the merge document before sending it to the customer. Once the document template is selected user navigates to below screen.<\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-4-1.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2021\/10\/img-4-1.jpg\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>In previous versions, Sage CRM users was not having an option to choose the document template of their choice on click of \u201cMerge to Word\u201d or \u201cMerge to PDF\u201d button. Due to this newly added functionality Sage CRM users can send different quote templates to different Customers as per their business requirements.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n<p>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/10\/11\/sage-crm-2021-r2-changes-in-mail-merge-functionality\/\">Read More &raquo;<\/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":[332,228,240,241,412],"tags":[658,1552,1601,1603,4455,2509],"class_list":["post-25913","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-mailmerge","category-merge-to-pdf","category-merge-to-word","category-sage-x3-upgrade","tag-changes","tag-mail-merge","tag-merge-to-pdf","tag-merge-to-word","tag-sage-crm-2021-r2","tag-upgrade"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2021 R2 - Changes in Mail Merge Functionality - 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\/2021\/10\/11\/sage-crm-2021-r2-changes-in-mail-merge-functionality\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2021 R2 - Changes in Mail Merge Functionality - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Quotes are very integral part of any Sales process. 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