Quotation System Proof of Concept

[Paul Selman]

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

[Alexander Bautz]

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

[Author]

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