Quotation System Proof of Concept

Forums Requests Quotation System Proof of Concept

This topic contains 1 reply, has 2 voices, and was last updated by  Alexander Bautz 1 year, 11 months ago.

  • Author
    Posts
  • #9648

    Paul Selman
    Participant

    Hi,

    I’m looking for someone to potentially assist in the delivery of a proof of concept for a quotation system.

    Briefly, this would consist of the users being able to associate multiple products with a Specification and potentially multiple Specifications with one Quotation.

    We would need to have the ability to output to pdf to send these quotations/specifications to customers and also to approve each individual specif action, include an acceptance/rejection/opportunity management process and to have a wrapped up value of each quote, which would consist of the value of each associated specification

    Thanks

    Paul

  • #9661

    Alexander Bautz
    Keymaster

    Hi,
    You can use vLookup to connect the lists, and DFFS to build the form – and then print it to PDF from DispForm (you must have a “PDF-Printer” installed locally).

    Unfortunately I don’t have time to build this for you, but I can help guide you if you give it a try yourself.

    Post question here as you proceed.

    Best regards,
    Alexander

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