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Import Quotes from ERP

Emelie Garton

Hi, 

Is it possible to import Quotes and product lines from an ERP system into Sugar? 
The Quotes have previously only been stored in the ERP system, but one of the main reasons with getting Sugar was to start working with quotes in a different system, so the sales reps can work "in their own" system. 

So, my question is: Is it possible to import Quotes in a fairly easy way? Or is it even possible at all? We know that this module works differently from others and that imports to this module might be a bit tricky. 

Any ideas? 

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    Hi ,

    this is not easy to answer and depends of the business of the customer.

    In CRM a quote is a part of the opportunity (i.e. a sales stage). The opportunity exists long before a quote has been created. In most cases this means you need to link the Opp and Quote betwen the system.

    On the other hand the quotes module is mostly used to "create" the quote itself, calculate evrything, print a PDF and send it out to the customer. This works fine depending of the product catalogue of the customer. In this case just mirroring quotes from ERP does not make sense as we have the most important information regarding the sales status inlcuding revenue line items in the opp already.

    The only scenario I knew syncing quotes from ERP to sugar is if the customer requires to track several versions of the quotes but I don't know a case where this tracking is used that often that mirroring ERP quotes into Sugar that the costs for doing that are a good ROI.

    Don't know if this helps but I would discuss what you are doing in CRM. Are you going to display your sales status with opportunities and the quote is just a part of it (maybe saved as a PDF or email attachement) on the whay to a successfull deal or if you need to archive quote information for later use / analysis.

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

    --

    htps://www.provalida.de

    support ( at ) provalida.de

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  • 0

    Hi ,

    this is not easy to answer and depends of the business of the customer.

    In CRM a quote is a part of the opportunity (i.e. a sales stage). The opportunity exists long before a quote has been created. In most cases this means you need to link the Opp and Quote betwen the system.

    On the other hand the quotes module is mostly used to "create" the quote itself, calculate evrything, print a PDF and send it out to the customer. This works fine depending of the product catalogue of the customer. In this case just mirroring quotes from ERP does not make sense as we have the most important information regarding the sales status inlcuding revenue line items in the opp already.

    The only scenario I knew syncing quotes from ERP to sugar is if the customer requires to track several versions of the quotes but I don't know a case where this tracking is used that often that mirroring ERP quotes into Sugar that the costs for doing that are a good ROI.

    Don't know if this helps but I would discuss what you are doing in CRM. Are you going to display your sales status with opportunities and the quote is just a part of it (maybe saved as a PDF or email attachement) on the whay to a successfull deal or if you need to archive quote information for later use / analysis.

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

    --

    htps://www.provalida.de

    support ( at ) provalida.de

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