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AnswerBuilding Quotes

  • Tuesday, October 06, 2009 9:09 PMMartin3T Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
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    We need to generate quotes that are based on output from a CAD package.
    The CAD software can output data such as width, height, volume of a part or component, and save to an Excel or XML file,as well as create JPG image files of the part.
    We'd like to import this data into CRM4 to generate a quote by multiplying a CRM Quote Product price by one or more of the CAD data fields, as well as including the JPG file in the template.

    Does nayone know how to do this, or has anyone done something similar?
     

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  • Thursday, October 08, 2009 10:24 AMPawan Dandawate Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    Hi

    One way of doing would be using ISV/custom development. At one of my previous projects I had to create a Quote and generate margins (based on unit price) for Finance Approval before the Quote was sent out to the Customer. The Quote itself would have been based on Lead/Existing customer's price list. I had used a combination of Custom Workflow Activity,C#/ASP technologies. You could attach a note/file to the Quote (JPG file in your case).

    Regards
     
  • Sunday, October 11, 2009 6:33 PMCRM OnlineMSFT, OwnerUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    As mentioned by Pawan, this could be done by custom development or by an ISV.  An example of an product configurator ISV that works with Microsoft CRM is http://www.experlogix.com/.
     

All Replies

  • Thursday, October 08, 2009 10:24 AMPawan Dandawate Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    Hi

    One way of doing would be using ISV/custom development. At one of my previous projects I had to create a Quote and generate margins (based on unit price) for Finance Approval before the Quote was sent out to the Customer. The Quote itself would have been based on Lead/Existing customer's price list. I had used a combination of Custom Workflow Activity,C#/ASP technologies. You could attach a note/file to the Quote (JPG file in your case).

    Regards
     
  • Sunday, October 11, 2009 6:33 PMCRM OnlineMSFT, OwnerUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
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    As mentioned by Pawan, this could be done by custom development or by an ISV.  An example of an product configurator ISV that works with Microsoft CRM is http://www.experlogix.com/.