CRM On Demand - Supplemental Applications (MOSC)

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Creating hard-copy quotes from CRM

edited Nov 14, 2013 7:46AM in CRM On Demand - Supplemental Applications (MOSC) 3 commentsAnswered
What are some options to creating hard-copy quotes from CRM instead of using the Mail Merge template?  We are looking to create quotes from CRM that can be saved as a pdf and sent to customers.

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