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

  • Question

  • 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.



    Sunday, September 2, 2012 12:54 PM


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