{"id":26410,"date":"2022-07-12T06:25:22","date_gmt":"2022-07-12T06:25:22","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26410"},"modified":"2022-07-12T06:25:46","modified_gmt":"2022-07-12T06:25:46","slug":"sage-crm-2021-r2-selection-of-template-while-sending-quote-or-order","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/07\/12\/sage-crm-2021-r2-selection-of-template-while-sending-quote-or-order\/","title":{"rendered":"Sage CRM 2021 R2: Selection of Template while sending Quote or Order"},"content":{"rendered":"\n<p>With the release of <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a>&#8216;s new version i.e., <strong>Sage CRM 2021 R2<\/strong> 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 Order module for mail merge.<\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em><\/strong> <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/04\/30\/renaming-the-standard-entity-in-sage-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Renaming the Standard Entity in Sage CRM<\/a><\/p>\n\n\n\n<p>In this blog, we are going to discuss about the new enhancement on Quote and Order module for mail merge i.e. Selection of Template while sending Quote or Order functionality on quote or order. Sage CRM\u2019s <strong>Mail merge<\/strong> functionality is one of the most useful functionalities for every Business. Mail merge functionality allows users to merge the transaction details onto a word or pdf document with just few clicks and then users can forward it to the customers. Mail merge functionality had made it the most prominent feature of Sage CRM.<\/p>\n\n\n\n<p>In Sage CRM 2021 R2 version, sage have made a one new enhancement that allows users to select a template while sending a quote or order attachment on email using the &#8216;Send Quote&#8217; and &#8216;Send Order&#8217; from quick mail merge functionality. <\/p>\n\n\n\n<p>In Sage CRM 2021 R1 and the earlier version, a user could click on to the Send Quote or Send Order button. This would use a default template to merge a pdf file that would then be attached to the email. Based on the email template designed, the email address, subject line and the mail content will be auto populated. User can then make the modifications if any on the runtime and send the email. However, there is one drawback of this functionality, i.e. it does not allow users to choose between two or more templates at the time of sending the email. The single template becomes the fixed one for mail merge functionality.<br><br>Now, in Sage CRM 2021 R2 when a user clicks the Send Quote or Send Order button, they are prompted to select an existing available document template to generate the quote or order. The generated quote or order is then attached to the new email message in the next step. The image below shows a Quote Screen.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/07\/01_Send-Quote-1024x334.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/07\/01_Send-Quote-1024x334.jpg\" alt=\"Send Quote\"><\/a>\n\n<font size=\"2\"><center><i>Send Quote<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>Once you click on Send Quote button, the button will redirect you on to the \u201cDocument Templates\u201d screen. This screen includes all the existing available document template to generate the quote or order. You can refer the below image for your reference.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/07\/02_Document-templates-screen.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" \nsrc=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/07\/02_Document-templates-screen.jpg\" alt=\"Document templates screen\"><\/a>\n\n<font size=\"2\"><center><i>Document templates screen<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n<p>One of the advantages is that, this is a user-friendly functionality where the users can select any document template dynamically and proceed with the mail merge for quote or order. In this way, with the help of this new enhancement, users can now select any existing document template for merging the document on Send Quote or Send Order.<\/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>With the release of Sage CRM&#8216;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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/07\/12\/sage-crm-2021-r2-selection-of-template-while-sending-quote-or-order\/\">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":[19,30,31,45,46,73,122,131,136,228,240,241,271,272,281,303,304,332,4550,351],"tags":[4297,1553,1859,4464,1866,4563,4565,4564],"class_list":["post-26410","post","type-post","status-publish","format-standard","hentry","category-administrator","category-attachment","category-attachments","category-business-email","category-button-sage-crm","category-configuration","category-document-sage-crm","category-email","category-enhancements","category-mailmerge","category-merge-to-pdf","category-merge-to-word","category-order","category-orders","category-pdf","category-quote","category-quotes","category-sage-crm","category-sage-crm-2022-r1","category-screen-sage-crm","tag-email-template","tag-mail-merge-to-word","tag-quote","tag-quote-order","tag-quotes-orders","tag-sage-crm-2021-r2-selection-of-template-while-sending-quote-or-order","tag-sending-order","tag-sending-quote"],"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: Selection of Template while sending Quote or Order - 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\/2022\/07\/12\/sage-crm-2021-r2-selection-of-template-while-sending-quote-or-order\/\" \/>\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: Selection of Template while sending Quote or Order - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"With the release of Sage CRM&#8216;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. 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