In this blog, we will discuss how to ‘upload a Logo in Salesforce CPQ Quote Template’. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company’s logo and make your brand… Read More »
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 »
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 »
When a customer approaches an organization for any requirement, what do a salesperson do? They “QUOTE”. A “QUOTE” is a document that allows a prospective customer to see a predetermined set of items and quantities at a predetermined price, to be delivered on a specific date. Read More: GUMU™ for Salesforce – Sage ERP Integration… Read More »