'Send Quote' button on Quote Entity RRS feed

  • Question

  • Hello everyone,

    I just noticed on my test environment that there is a (pretty cool) feature available that isn't on the actual CRM installation we use, and that is a "Send Quote" button on the quote entity that allows you to open a Word template with all the pertaining info, which would be very nice to attach and send to the customers.

    I have the CRM 3.0 VPC from August 2008, to which I added the CRM Rapid Sales Process... I looked for entity customization but there is no code or anything on the form. Is anyone familiar with this feature? I would really like to get some info on this.

    Thanks in advance!

    Monday, March 24, 2008 7:35 PM


  • Hi Gibran,

    “Send quote” button is defiantly a customization. Such buttons are added by modifying isv.config.xml file and not by customizing quote entity form. Check out quote part in your isv.config.xml file to find the path of the add-on. Isv.config.xml file is in _Resource folder.


    Monday, March 24, 2008 11:04 PM