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Sage 200 UKI Ideas Portal
Status Already Exists
Categories New/Amend Quote
Created by Craig Ingram
Created on Mar 27, 2025

Save and print button on create quotation screen

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
  • Craig Ingram
    Reply
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    May 6, 2025

    We also use Spindle pro auto. So how does that work with the Web version?

  • Craig Ingram
    Reply
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    May 6, 2025

    Hello Jo.

    We use the desktop app, not the web version.

    It is not on the desktop application which is where we need it.

  • Admin
    Jo Kirkup
    Reply
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    Apr 30, 2025

    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.