Creating Quotes and sending them in an email with CRM for Outlook

Answered

Miguel Barbosa

• February 05, 2021 18:47

Hi experts,

When creating a Sales Quote in CRM for Outlook is it possible to send the quote to the customer by email immediatly?

Thanks,

Miguel Barbosa

 

Vote

0

• Official comment

  

  Yaremi Miranda Lopez

  • February 11, 2021 19:05

  Hello Miguel,

  Yes, this is done in SAP with other add-on included in our portfolio:

  https://www.boyum-solutions.com/solutions/usability/b1-print-and-delivery

  Best regards.
• 

  Alvaro Herrero

  • February 06, 2021 08:01

  The best way is B1UP´s component B1 Print and Delivery.

  Regards,

  Álvaro
• 

  Miguel Barbosa

  • February 06, 2021 14:16

  Hi Alvaro,

  But to do that it has to be in SAP, not in Outlook. Correct?

  Regards,

  Miguel

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