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

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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

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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

0

Sign in to vote
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
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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
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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