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Microsoft Dynamics CRM (Archived)

How to email a Quote in CRM

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Posted on by 410

Hi,

My Quote is a PDF document containing rates of a courier business. In Microsoft CRM 4.0, using Internet Explorer, I have created a Quote under the opportunity and have attached this PDF. Now I want to send this quote as email to the associated Contact/Account from within the Opportunity. I want that after doing this, it reflects under activites/history for later reference.

1. How can I send a quote that has attachment(s) from opportunity details screen in Internet Explorer.
2. If I have created/revised multiple quotes for an opportunity, how do identify, which one is the last.

Thank you,
Ajay

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  • Community Member Profile Picture
    on at

    Hi Ajay

     

    We are going to be releaseiong Quote2PDF this week, www.Quote2Pdf.com which takes care of the issues in CRM, let me know if I can help

     

    AListair

     

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