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Can I use a button to generate quote and customise Quotes?

Question
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Hi,
In my opportunities form, I have product details and cost.
1) I would like to place a quote button on the form itself and when I click a quote should be generated. Is that possible to do on CRM?
2) My quote should display the product names and cost. (NOTE: I am not going to add products from opportunity products. I will mention product details directly on opportunities form. When i click quote button, it has to get the opportunity form product details and price.
It would be very helpful if you let me know how i can do to get the result.
Thanks in advance.
Regards,
Venkat
Sunday, September 2, 2012 12:54 PM
Answers
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Hi..
If i have gon through your scenario.
In Opportunity Form You would like to place a ribbon Button And to Open Quote Form,.. And to Perform your Operation
We can do this ..
(1). Creating a Ribbon Button and Opening Quote Form (or) Any other form according to your requirements..
Refer Bellow Link
http://gtcrm.wordpress.com/2012/01/12/adding-record-creation-buttons-to-the-crm-2011-ribbon/
(2) Using Java script we can pass a parameter in a custom button and you can perform your scenario..
Refer Bellow Link..
http://gtcrm.wordpress.com/2011/09/07/launching-crm-forms-via-java-script-in-crm-2011/
- Proposed as answer by Naren MN Monday, September 3, 2012 5:13 AM
- Marked as answer by Venkat1986 Monday, September 24, 2012 2:41 AM
Monday, September 3, 2012 5:09 AM
All replies
-
Hi..
If i have gon through your scenario.
In Opportunity Form You would like to place a ribbon Button And to Open Quote Form,.. And to Perform your Operation
We can do this ..
(1). Creating a Ribbon Button and Opening Quote Form (or) Any other form according to your requirements..
Refer Bellow Link
http://gtcrm.wordpress.com/2012/01/12/adding-record-creation-buttons-to-the-crm-2011-ribbon/
(2) Using Java script we can pass a parameter in a custom button and you can perform your scenario..
Refer Bellow Link..
http://gtcrm.wordpress.com/2011/09/07/launching-crm-forms-via-java-script-in-crm-2011/
- Proposed as answer by Naren MN Monday, September 3, 2012 5:13 AM
- Marked as answer by Venkat1986 Monday, September 24, 2012 2:41 AM
Monday, September 3, 2012 5:09 AM -
Hi Parthiban,
Thanks for your reply.
Does the script apply in generating a quote? I want the quote to display the field names and values of the form.
Venkat
Monday, September 3, 2012 11:10 PM -
Hi: Venkat,
You can Create a New quote By Clicking a Button , and you can pass the parameter (or) Field Values From Your Opportunity form to your quote form.
Tuesday, September 4, 2012 4:37 AM