Tag Archives: quote

Introducing Quick Line Entry for Quotes in Salesforce Using GUMU™ Integration

Discover the new Quick Line Entry feature for Quotes in Salesforce, now available through GUMU™ integration for Sage X3, Sage 100, and Sage 300 Cloud ERP. This powerful addition enables users to effortlessly add multiple products to a Quote in one go, streamlining the process, enhancing user experience, and ensuring data consistency across Salesforce and… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Sage 300C integration

In this blog, we’ll discuss the new feature, Quick Product Search on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A QPS or Quick Product Search on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »

GUMU™ Feature: Quick Product Search on Order Line Items for Salesforce – Sage 100 Integration

In this blog, we’ll discuss the new feature, Quick Product Search (QPS) on Order Line Items in the GUMU™ Integration, designed to streamline the process of retrieving products swiftly during order creation. A Quick Product Search (QPS) on order line items enhances efficiency by allowing users to quickly find and select products, speeding up order… Read More »

Streamline your Sales Process with Salesforce CPQ

In today’s competitive business landscape, sales teams are under constant pressure to deliver faster turnaround times with impeccable accuracy. Complex product configurations, intricate pricing models, and time-consuming quote generation often pose significant challenges in the sales pipeline. Salesforce Configure Price Quote (CPQ) is a powerful solution designed to streamline these crucial processes within the Salesforce… Read More »

How to create product features and options in Salesforce CPQ

In this blog, we are going to discuss about “How to create product features and options in Salesforce CPQ“. In this blog we will cover the process of establishing features and options for your products options, in this context, refer to the individual items included within a product bundle. A Bundle can have multiple features… Read More »

How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU™ lightning version

In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU™. Please refer our blog Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version and perform step “Create Quote from Opportunity Layout” as mentioned in blog. Login to Salesforce using the credentials… Read More »

Promote Quote from Salesforce – Sage 100 Integration using GUMU™ lightning version

In this blog, we will discuss how the user can promote a Quote from Salesforce to Sage 100 ERP by using GUMU™. Mentioned below are the steps that needs to be followed in order to create Quote from Opportunity Layout. Quote Creation in Salesforce Login to Salesforce. Navigate to “App launcher”. Search for “Opportunity” and… Read More »

Activating and Deactivating Tax Calculation (ERP Configuration) Setting for Quotes in Salesforce

In our previous blog, we discussed the tax calculation setting on GUMU Sales Order screen. In this blog, we will discussing the details about how the user can control the tax calculation on Quotes that needs to be promoted to Sage ERP. To perform enabling & disabling of Tax rule, please follow below mentioned steps.… Read More »