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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.

Top Benefits

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

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.

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.

Key Use Case: Creating and publishing quotes for Sugar CRM.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
74
Vendor
Automation Type
Bot
Last Updated
July 17, 2019
First Published
October 11, 2018
Enterprise Version
11.x
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

    • Functional AAE 10.5
    • Microsoft Excel
    • Sugar CRM account

    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