When creating quotation's in sage it would be ideal to have a save and print button.
Idea Benefit | Speed of processing - don't have to save an order and then start clicking other print buttons. |
How do you solve for this problem today? | Save the order then go to print quotations and put in the number or find it on the list - takes a while |
Product Variant | Sage 200 Professional |
Fixed in version | 2024 R1 |
Implemented in version (specific) | 2024 R1 |
We also use Spindle pro auto. So how does that work with the Web version?
Hello Jo.
We use the desktop app, not the web version.
It is not on the desktop application which is where we need it.
This functionality is possible in our new Web Portal Quotation Screen, here is the information on how to open it. You need to be on version 2024 R1 to view this. If you don't have it installed please contact your partner for a demonstration. The Web portal is part of our modernisation journey and our plan is to replace the desktop with these screens.