Hi, The process for our team to create quotes is a labour intensive one; adding an individual product, updating the fields etc.
We have an excel quote calculator already, so I tested using this to generate an import file to use, as I saw this option. However, I cannot get this to work. My import file has these columns, which I map to the Creatio fields:
FILE CREATIO
Product Description - Product (lookup)
Start Date - Support Start Date
End Date - Support End Date
Quantity - Quantity
Unit List Price - Price
Discount - Discount %
Can anyone give me guidance on what is required to use this capability, as I really need to make this a more efficient process for our team. If you have an alternative method of creating quotes more efficiently, especially if direct from Excel to Creatio, I would love to hear what you have done.
thanks
Mark
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