Installtion
To install the Project Manager package from the Creatio marketplace, follow these steps:
Access the Marketplace Go to the Creatio Marketplace in your web browser.
Search for Quote Management for Creatio Use the search bar to find the “Greytrix Quote Management for Creatio” package.
Select the Package: Click on the GUMU package from the search results to access its details page.
Check Compatibility Ensure that the package is compatible with your version of Creatio.
Download or Install Depending on the options provided, you can either download the package or directly install it into your Creatio environment.
Log in to Creatio If prompted, log in to your Creatio account to proceed with the installation.
Follow Installation Instructions Follow the on-screen instructions to complete the installation process. This may include accepting terms and conditions, selecting the appropriate environment, and configuring necessary settings.
Verification After installation, verify that the GUMU package is installed correctly by checking the list of installed packages in your Creatio system.
Configuration and Usage Once package is installed, Login to Creatio --> Navigate to System Setting --> Search for setting with Code GrtxCompanyNameQuote as shown in below screenshot and add your Organization name. This is actually the name which appear on the PDF document generated using Merge to PDF Feature.
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