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Sangam CRM Community
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82 contributions to Sangam CRM Community
Dec '23 inÂ
Quotation PDF View
While generating PDF for Quotation, Kind Attention Details mentioned in Admin Quotation Setting is not showing, please suggest solution
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3
New comment Dec '23
1 like • Dec '23
@Vipul Gala Are you addressing that the text is not showing in quotation ?
0 likes • Dec '23
@Sameer Chowdhri Send me you crm url
1 like • Dec '23
@Sameer Chowdhri Send me your CRM url
Dec '23 inÂ
Quotation
We don't want to include Prepared By in our Quotation. Please guide me.
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14
New comment Dec '23
0 likes • Dec '23
@Ankita Manekar Prepared by is static in our CRM and cannot be removed.
0 likes • Dec '23
@Rohith Hr If you remove assigned to then this records would be non recognisable nor the followup would be taken. This is an impact on business.
1 like • Dec '23
@Ankita Manekar PLease share the crm URL and the process that you are following
0 likes • Dec '23
@Ankita Manekar This is not an issue as the popup says please do the layout configuration. Please do the configuration here like who to select and save it.
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@suraj-patil-4402
Expert Leader bringing 4 years of expertise in the Customer Support Industry. Effectively manages assignments and team members.
Active 179d ago
Joined Sep 28, 2023
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