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Building Quotes RRS feed

  • Question

  • 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?
    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 11:05 PM Forum consolidation (From:CRM Online)
    Tuesday, October 6, 2009 9:09 PM

Answers

  • 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
    Thursday, October 8, 2009 10:24 AM
  • 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/.
    • Marked as answer by Jim Glass Jr Thursday, November 12, 2009 6:15 PM
    Sunday, October 11, 2009 6:33 PM

All replies

  • 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
    Thursday, October 8, 2009 10:24 AM
  • 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/.
    • Marked as answer by Jim Glass Jr Thursday, November 12, 2009 6:15 PM
    Sunday, October 11, 2009 6:33 PM
  • Hello,

    I've seen some time has passed by. But anyway if anybody still has the problem there are now more tools available to cover that problem. For example dox42.

    With the dox42 MS CRM Add-on you can add various datasources (SharePoint, SAP, .xml, Exce., pictures, textblocks and many more) design and automate your documents in MS Word/Excel/PowerPoint and then save and send it in various formats (Mail, .pdf, .docx, SharePoint). 

    Would be happy if you have a look on our MS CRM extension: http://www.dox42.com/Modules/dox42DynamicsCRM

    There is also a free webinar available please just fill out the webform and we will arrange a 45min Session with you: http://www.dox42.com/Contact

    Tuesday, March 29, 2016 9:05 AM