{"id":9553,"date":"2015-01-22T10:26:43","date_gmt":"2015-01-22T10:26:43","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9553"},"modified":"2015-01-22T10:26:43","modified_gmt":"2015-01-22T10:26:43","slug":"merge-to-pdf-through-workflow-in-sage-crm-7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/","title":{"rendered":"Merge to PDF through workflow in Sage CRM 7.3"},"content":{"rendered":"

As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days.\u00a0 Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions.
\nNew stuff:<\/span><\/em>\u00a0<\/strong>GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available<\/a>
\nHere is how you can use it. I will explain this using Lead<\/strong> entity.
\n1. Login into Sage CRM<\/strong>.
\n2. Go To Administration | Advanced Customization | Workflow<\/strong>.
\n3. Click on Lead workflow<\/strong> hyperlink.
\n4. Click on Edit Workflow<\/strong> button.
\n5. Click on exiting workflow rule or Create new workflow rule.
\n6. Click on New<\/strong> button to add new workflow action .Please refer the below given screen for your reference.
\n\"Image<\/a>
\n7. Select \u201cCreate PDF Merge Document \u201d<\/strong> option from above screen.
\n8. Select the documents out of the templates available as per below given screen and click on Save<\/strong> button.
\n\"Image2\"<\/a>
\n9. Now your new action will be visible on Lead summary screen as follows.
\n\"Image<\/a>
\n10. Click on Merge PDF Document<\/strong> workflow rule button to perform the merge process.
\n\"Image4\"<\/a>
\n11. Once merge process is completed you can view the merged document using View merged document<\/strong> button. Click Continue<\/strong> to finish the process.
\n\"Image5\"<\/a>
\nAlso Read:<\/strong><\/span><\/em>
\n1. Quote Summary Screen Enhancements in Sage CRM 7.3<\/a>
\n2. Lead De-duplication nice to have feature in Sage CRM 7.3<\/a>
\n3. Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration<\/a>
\n4. Introduction of New Chart Styles in Sage CRM v7.3<\/a>
\n5. Introduction of New Theme in Sage CRM v7.3<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days.\u00a0 Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff:\u00a0GUMU Sage\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":[122,240,281,332,342,438],"tags":[1601,1753,2604,2605],"class_list":["post-9553","post","type-post","status-publish","format-standard","hentry","category-document-sage-crm","category-merge-to-pdf","category-pdf","category-sage-crm","category-sage-crm7-3","category-worklfow","tag-merge-to-pdf","tag-pdf","tag-workflow","tag-workflow-action"],"yoast_head":"\nMerge to PDF through workflow 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\/2015\/01\/22\/merge-to-pdf-through-workflow-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=\"Merge to PDF through workflow in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days.\u00a0 Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff:\u00a0GUMU Sage\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-01-22T10:26:43+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/\",\"name\":\"Merge to PDF through workflow in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg\",\"datePublished\":\"2015-01-22T10:26:43+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Merge to PDF through workflow in Sage CRM 7.3\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Merge to PDF through workflow in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/","og_locale":"en_US","og_type":"article","og_title":"Merge to PDF through workflow in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components","og_description":"As you can see, we are exploring features newly launched in Sage CRM 7.3 extensively on our blogs these days.\u00a0 Today I will share one such most waited feature that I personally liked a lot. Now we have an option to create PDF merge document similar to word merge in earlier versions. New stuff:\u00a0GUMU Sage\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2015-01-22T10:26:43+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/","name":"Merge to PDF through workflow in Sage CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg","datePublished":"2015-01-22T10:26:43+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/01\/Image-11.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/01\/22\/merge-to-pdf-through-workflow-in-sage-crm-7-3\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Merge to PDF through workflow in Sage CRM 7.3"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/9553","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=9553"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/9553\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=9553"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=9553"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=9553"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}