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M3 BE integration
Standard integration
Setting up quotations
Configuring after sales quotation settings
Configuring after sales quotation settings
Side TOC
Side TOC
M3 BE integration
Initial load
Standard integration
Getting new and updated data from M3
Sending updated M3 data from M3 CLM
Template customers
Setting up quotations
Setting activity type for any quotation
Configuring standard quotation settings
Getting the GRID URL
Configuring equipment quotation settings
Configuring after sales quotation settings
Setting default values for after sales quotation
Setting opportunity update settings
Configuring rental quotation settings