Emailing quotes CRM3

Hi All

I have jsut installed CRM 3 and having a play around one thing I cannot get
my hea around or find any help on is how to send a quote to a contact. It
says make the quote active.... but then what? no way to print or email....
seems very strange so I assume I have missed th point!!! Can anyone help????

tia
Andy

Christian
Wed Feb 08 13:22:24 CST 2006

Hello ntl,

Another possibility is to use our WordMailMerge for MS CRM - Add On
which gives you the possibility to generate a Word and PDF Version of
the Quote.
You can define how your Quote should looks like in MS Word with a normal
Word Template. You will get a new button on the quote form and after clicking
on this Word opens and the result is a word document. Now you can send this
quote as pdf to your customer and save it as email activity back to ms crm.

If you are interested and need some more information go to www.mscrm-addons.com
or contact me.

Regards,
Christian Ternek

___________________________________
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM

> Hi All
>
> I have jsut installed CRM 3 and having a play around one thing I
> cannot get my hea around or find any help on is how to send a quote to
> a contact. It says make the quote active.... but then what? no way to
> print or email.... seems very strange so I assume I have missed th
> point!!! Can anyone help????
>
> tia
> Andy

ShaunaKoppang
Tue Mar 21 12:56:29 CST 2006

Hi Christian,

Am unable to access your website. Would like more information and perhaps a
trial version of your WordMailMerge. 03-21-06 11:00 AM PST.

Thanks!
Shauna Koppang
shaunak@skoppangconsulting.com

"Christian Ternek www.mscrm-addons.com" wrote:

> Hello ntl,
>
> Another possibility is to use our WordMailMerge for MS CRM - Add On
> which gives you the possibility to generate a Word and PDF Version of
> the Quote.
> You can define how your Quote should looks like in MS Word with a normal
> Word Template. You will get a new button on the quote form and after clicking
> on this Word opens and the result is a word document. Now you can send this
> quote as pdf to your customer and save it as email activity back to ms crm.
>
> If you are interested and need some more information go to www.mscrm-addons.com
> or contact me.
>
> Regards,
> Christian Ternek
>
> ___________________________________
> www.mscrm-addons.com
> Your company for MS-CRM ADD-ONS!
> GroupCalendar for MSCRM
> Related Documents for MSCRM
> WordMailMerge for MSCRM
>
> > Hi All
> >
> > I have jsut installed CRM 3 and having a play around one thing I
> > cannot get my hea around or find any help on is how to send a quote to
> > a contact. It says make the quote active.... but then what? no way to
> > print or email.... seems very strange so I assume I have missed th
> > point!!! Can anyone help????
> >
> > tia
> > Andy
>
>
>

ShaunaKoppang
Wed Mar 22 15:06:59 CST 2006

Thanks Christian.

Shauna

"Christian Ternek www.mscrm-addons.com" wrote:

> Hello Shauna,
>
> I am sorry that you where unable to access our website(www.mscrm-addons.com).
> Our Provider had a problem with the server and therefore our site was not
> reachable for
> an hour.
> Please try it now again and download a trial-version from our website.
>
> Regards,
> Christian Ternek
> _____________________
> www.mscrm-addons.com
>
> > Hi Christian,
> >
> > Am unable to access your website. Would like more information and
> > perhaps a trial version of your WordMailMerge. 03-21-06 11:00 AM PST.
> >
> > Thanks!
> > Shauna Koppang
> > shaunak@skoppangconsulting.com
> > "Christian Ternek www.mscrm-addons.com" wrote:
> >
> >> Hello ntl,
> >>
> >> Another possibility is to use our WordMailMerge for MS CRM - Add On
> >> which gives you the possibility to generate a Word and PDF Version of
> >> the Quote.
> >> You can define how your Quote should looks like in MS Word with a
> >> normal
> >> Word Template. You will get a new button on the quote form and after
> >> clicking
> >> on this Word opens and the result is a word document. Now you can
> >> send this
> >> quote as pdf to your customer and save it as email activity back to
> >> ms crm.
> >> If you are interested and need some more information go to
> >> www.mscrm-addons.com or contact me.
> >>
> >> Regards,
> >> Christian Ternek
> >> ___________________________________
> >> www.mscrm-addons.com
> >> Your company for MS-CRM ADD-ONS!
> >> GroupCalendar for MSCRM
> >> Related Documents for MSCRM
> >> WordMailMerge for MSCRM
> >>> Hi All
> >>>
> >>> I have jsut installed CRM 3 and having a play around one thing I
> >>> cannot get my hea around or find any help on is how to send a quote
> >>> to a contact. It says make the quote active.... but then what? no
> >>> way to print or email.... seems very strange so I assume I have
> >>> missed th point!!! Can anyone help????
> >>>
> >>> tia
> >>> Andy
>
>
>