{"id":9336,"date":"2014-12-30T08:25:50","date_gmt":"2014-12-30T08:25:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9336"},"modified":"2014-12-30T08:25:50","modified_gmt":"2014-12-30T08:25:50","slug":"quote-summary-screen-enhancements-in-sage-crm-7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/30\/quote-summary-screen-enhancements-in-sage-crm-7-3\/","title":{"rendered":"Quote Summary Screen Enhancements in Sage CRM 7.3"},"content":{"rendered":"

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3.
\nNew stuff\u00a0<\/em><\/strong>:<\/span>\u00a0Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration<\/a>
\nNew buttons have been added to Quote Summary screen in Sage CRM v7.3. Refer below screenshot.
\n\"Quote1\"<\/a>
\nLet\u2019s see the functionality of each of the buttons.
\n1) Merge to Word
\n<\/strong>This will merge the selected Quote Template into Word format.
\n2) Merge to PDF
\n<\/strong>This will merge the selected Quote Template into PDF format.
\n3) Add to Group
\n<\/strong>This will add the current Quote to selected Group.
\n4) Print Quote
\n<\/strong>This will allow a Sage CRM user to Print Quote in a PDF format.
\n5) Send Email
\n<\/strong>This allows a Sage CRM user to Send Quote to Customer in a PDF format.
\n\"Quote2\"<\/a>
\nIn earlier versions, no such in-built features were available. Now user can make use of these in-built features available in Sage CRM v7.3 to their advantage.
\nAlso Read:\u00a0<\/span>
\n<\/em><\/strong>1) Clone Quotes and Orders in Sage CRM
\n<\/a>2)\u00a0Set Quote reference id when creating quotes from COM API<\/a>
\n3) Copying Opportunity and Quotes\u00a0<\/a>
\n4) Creating Quote and Order for Non-Linked Customer in Sage CRM using GUMU Integration
\n<\/a>5)\u00a0Quote Currency<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. Today we will talk about the new features introduced on Quote Summary screen of Sage CRM v7.3. New stuff\u00a0:\u00a0Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration New buttons have been added to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[136,145,147,152,271,272,281,304,332,342,387],"tags":[1116,1119,1552,1728,1753,1859,2010,2035,2365],"class_list":["post-9336","post","type-post","status-publish","format-standard","hentry","category-enhancements","category-export","category-export-to-pdf","category-feature","category-order","category-orders","category-pdf","category-quotes","category-sage-crm","category-sage-crm7-3","category-summay","tag-export","tag-export-to-pdf","tag-mail-merge","tag-orders","tag-pdf","tag-quote","tag-sage-crm","tag-sage-crm-7-3","tag-summary"],"yoast_head":"\nQuote Summary Screen Enhancements in Sage CRM 7.3 - 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\/2014\/12\/30\/quote-summary-screen-enhancements-in-sage-crm-7-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quote Summary Screen Enhancements in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our recent blog posts, we have talked about the new features introduced in Beta version of Sage CRM 7.3. 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