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Sending a quote

1. Open a quote from the Quotes tab.
2. Click Merge to Word or Merge to PDF. A list of sales related documents is displayed in the Shared Templates list.
3. If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
3. Click the quote template you want to work with.
4. From the Edit and Merge Document page you can:
   • Modify the document for this mail merge. Add custom text, insert more Sage CRM merge fields, and apply custom formatting.
   • Preview Merge. You may need to disable any active pop-up blockers to view.
   • Save Template. Update the template with the changes made. Available to users with Info Manager or Administration rights only. For information on how to customize tables showing line items, please refer to the System Administrator Help.
5. Click Merge and Continue.
6. From the Complete Merge Process page you can:
   • Deselect or select the Create Communication checkbox. Select the checkbox to create a completed Communication record with a link to the merged document. The merged document also becomes available from the Documents tab.
   • View merged document. You may need to disable any active pop-up blockers to view.
   • Edit merged document. This opens a new browser window where you can edit the merged document. This option is only available in Internet Explorer, when the Active X plug-in is used. Make your changes to the document, save and close. Then click Save on the Complete Merge Process page.
   • The ability to use the Active X plug-in is controlled by the System Administrator from Administration | Email and Documents | Documents and Reports Configuration.
7. Click Continue. If the Create Communication checkbox is selected, the Save Merged Document As A Communication page is displayed.
8. Add a Subject for the communication, and update any other fields you need to.
9. Click Save. A communication record with a link to the quote is created and the quote is saved in the Documents tab.
10. Progress the opportunity to the next stage in the sales cycle by clicking, for example, the Proposal Submitted workflow bullet on the Opportunity Summary page. Note that the sample workflow may vary slightly from your customized workflow.
11. Complete the required information, and add a tracking note. All changes made so far are reflected on the Opportunity Tracking tab.

See Also:

Progressing an opportunity

Sending a quick quote or order

Performing a mail merge

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