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Sending a Quotation

To send a quotation to the customer:

Open the quote from the Quotes tab.
Select the Start Mail Merge button. A list of Sales related documents is displayed in the Shared Templates list.
Select the quote template you want to work with. The quotation is displayed in a rich text editor, where it can be edited.

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. Opens a new browser window. Note: You may need to disable any active pop-up blockers to view.
- Save Template. Updates 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.

Select Merge and Continue.
From the Complete Merge Process page you can:
- Deselect or select the Create Communication check box. Leaving the check box selected creates a completed Communication record with a link to the merged document. It also makes the merged document available from the Documents tab.
- View merged document. This opens a new browser window. 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 IE and when the Active X plug-in is being used. Make your changes to the document, save and close. Then select the Save button on the Complete Merge Process page. Note: The ability to use the Active X plug-in is controlled by the System Administrator from Administration | E-mail and Documents | Documents and Reports Configuration.

Select Continue. If you left the Create Communication check box selected, the Save Merged Document As A Communication page is displayed.
Add a Subject for the communication, and update any other fields you need to.
Select the Save button. A communication record with a link to the quote is created and the quote is saved in the Documents tab.

Progress the opportunity to the next stage in the sales cycle by selecting, for example, the Proposal Submitted workflow bullet from the Opportunity Summary page. Note that the sample workflow may vary slightly from your customized workflow.
Complete the required information, for example, adjusting the Certainty % field to a higher figure, and add a Tracking Note. The opportunity is now at a Stage of Proposal Submitted, and all changes made so far are reflected on the Opportunity Tracking tab.