Create Quotes in SugarCRM

This bot creates a Quote for Sugar CRM in the Senior Sales Representative persona for every row in the excel file.

Finance and Accounting

Create Quotes in SugarCRM

Create Quotes in SugarCRM

This bot creates a Quote for Sugar CRM in the Senior Sales Representative persona for every row in the excel file.

Create Quotes in SugarCRM

This bot creates a Quote for Sugar CRM in the Senior Sales Representative persona for every row in the excel file.


Features

This bot can create quotes in Sugar CRM for every row in the primary Excel file. There are 3 Excel sheets used in this bot.

Benefits

Automated quote creation at scale. Can be run at any desired frequency.


Inputs

Actual_Close_Date, Assigned_To, Billing_Account_Name, Billing_Contact_Name, Comments, Currency, Date_Shipped, Description, Discount, Discount_Type, Groups, Groups_List, Group_Comments, Group_Comments_List, Group_Discount, Group_Discount_List, Group_Discount_Type, Group_Discount_Type_List, Group_Line_Item, Group_Line_Item_List, Group_New, Group_New_List, Group_Part_Number, Group_Part_Number_List, Group_Quantity, Group_Quantity_List, Group_Unit_Price, Group_Unit_Price_List, InputFile, Line_Item, location, location2, my-list-variable, New, Number_of_Groups, Number_of_Quoted_Line_Items, Opportunity_Name, Original_Stage, Original_PO_Date, Part_Number, Payment_Terms, Prompt-Assignment, Purchase_Order_Num, Quantity, Quote_Stage, Quote_Subject, Shipping, Shipping_Account_Name, Shipping_Contact_Name, Shipping_Provider, Tags, Tax_Rate, Teams, Unit_Price, URL, Valid_Until, vErrorFolder, vLogFolder, vSnapshotFolder

Output

A Quote in Sugar CRM will be created to be published after it is approved for publishing.


More Details

This requires a Sugar CRM account and correct Quote parameters to be added in input file provided with the download zip. For more details about input variables refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

  • Functional AAE 10.5
  • Microsoft Excel
  • Sugar CRM account


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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