Outlook CRM Background
  1. On the eWay-CRM ribbon in Microsoft Outlook, click New and select Bookkeeping Record.
  2. Add New Bookkeeping Record

     

  3. Choose a Name, select the type called Issued Proposal. Click Active. Also, select Customer and Superior Item if you want to add the proposal to a business deal or a project.
  4. Fill Values of Bookkeeping Record

  5. Add products/services into the bookkeeping record. You can search them by ID or Name. You can change the Quantity, Sale Price or apply a Discount. For more information about the Products module, please go to our Documentation.
  6. Insert Product

  7. As soon as you make the proposal, save it.
  8.  

  9. Click Export to Word > Proposal. A Microsoft Word template will open with predefined data.
    This template is only an example, we are able to prepare a template that meets your needs and graphic specifications.
  10. Export to Word

  11. Click File > Share > Send as PDF. A new email will appear with your quote attached as PDF. Send the email.
  12. Attach to Email

Creating an invoice is similar. Just choose the Sales Invoice in step 2.

Outlook CRM TipTip for you: To link emails sent from Microsoft Outlook to eWay-CRM, please have a look here: How to Link Emails to Deals

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.