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Sending Quotes

Norm Bonenfant

Anyone know of a better method to send estimates in Sugar than the PDF Manager and Doc Merge? We'd like to keep the quotes in SugarCRM but the PDF Manager does not send attractive layouts, allow for page breaks, sends locked files with bloated file size, etc. 

Doc Merge seems to still have a problem with comments not respecting their order and since we send quotes with multiple options broken out by comments, we are stuck using the unprofessional PDF Manager system at this time. 

We have looked at the Docusign, Panda Docs, etc but they are external programs and leave a lot to be desired.

Ideally we would be looking for a portal system where the user can click on a link and visibly see their estimate / download if desired. In a perfect world, select options they want to include in the cost (if applicable) and sign for processing within the sugar framework BUT I know this is asking a lot. The fact is, there are quite a few platforms that do this now, but we have invested far too much into Sugar to easily switch now. 

There just has to be a better way! We can't be the only company struggling with the two options Sugar is providing. 

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  • 0

    Hello  ,

    Just wondering in what cases Doc Merge "comments not respecting their order"?

    I did a couple of Doc Merge Templates using this example: https://sugarclub.sugarcrm.com/explore/help-forums/enterprise-professional/f/enterprise-professional-questions/6356/docmerge---quotes-module---how-to-handle-comment-line-with-quoted-line-items/31200

    and haven't bumped into an issue with the comments order (yet?Sweat smile)

  • 0 in reply to Anastasiia Gubanovych

    I would love to know how you are doing it. Would you be able to share the doc merge template?
    When I try that code that Alex posted, I get this error, "Invalid closing tag on #product_bundle_items".

    In fact, in talking to Sugar about it, they verified that the bug still exists and they are continuing to work on it. 

  • +1 in reply to Norm Bonenfant

    sure, attaching - it's not a real Quote Template, just checked with it whether Quotes Comments worksSlight smile



    As per the error "Invalid closing tag on #product_bundle_items". - if you copy-paste the example from the SugarClub post, I would recommend selecting 'Do not check spelling or grammar' (in MS Word) and then saving the document, at least that was what I did.

    Generally based on my experience: before saving the final version of the Document to upload as the template, remove any grammar/spelling checks from MS Word, because Word seems to add some hidden tags that cannot be parsed correctly by DocMerge and leads to unexpected errors.

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