While Sage publishes a default (and free) integration between Sage CRM and Sage 300 (formerly Accpac), many companies find the Order Entry portion too rigid. When creating a quote through this default setup, Sage CRM launches Sage 300’s web screens—giving users little flexibility and storing the quote only in Sage 300.
But what if you don’t want that quote to live in Sage 300 yet? Or you want the document to be visible in the Opportunity’s document folder inside Sage CRM?
That’s why we’ve developed a better solution using Quick Line Entry (QLE) screens within Sage CRM. These screens allow users to build fully customizable quote grids, filter products, and create quotes that exist and stay inside Sage CRM.
For many Sage 300 end-user organizations, this solves the limitations of the native integration and enables a truly CRM-driven quoting workflow with the flexibility today’s sales teams require.