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.

See the Bot in Action

Setup process

Install

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

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

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

Requirements and Inputs

  • Functional AAE 10.5Microsoft ExcelSugar 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

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