SharePoint components - business processes without development, InfoPath, SharePoint Designer or workflows. SharePoint Services, SharePoint Foundation & SharePoint Server 2007-2016.

Sales Quote Generator

Create, manage and print sales quotes from a SharePoint list

Create great looking sales quotes for your customers using just your browser, print them or export them to PDF. You can even manage your customers, products and their categories and your salespersons.
The system allows you to manage the following information in convenient, extensible, regular SharePoint lists:
  • Products and categories - manage your own product categories and products to be used in the quotes. Creating a quote for a new product or category? Add them right when you need them, directly from the new quote. You don't need to stop in the middle and switch to a different list. When you select a category, the list of relevant products is filtered out automatically.
  • Customers and contacts - manage your customers and their contact persons for import into quotes, view quotes associated with each customer. New customers and contacts can be added right when you need them, without leaving the context of the quote. Only relevanr contacts are shown for selection when you enter a customer.
  • Quotes and quote lines - create, manage and print quotes. All totals are calculated automatically, including discounts. Quote lines are added directly from within the quotes. You don't even need to save the quote beofre you can add lines to it.
  • Print-outs - you can print or export the quote using a print template of your own design. Add your own details and logos, as well as any additional text. Print out the quote, save it as PDF or email it with a single click. You can even create multiple different print templates and choose the on eyou want for a particular print-out.

Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.

The following components are used in this site template. Trial versions of the components will be installed automatically when you download and install the site template. If you already own licenses for one or more of the products or have installed them before, the products will be updated to the latest version if necessary.


Smart List Pro
Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, Wizard mode, custom input validation, view permissions and much more
Associated Tasks Field
Turn any simple list into a complete business solution! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages, see it all at once, drill down and make your business decisions on the spot.
Connected Field
Create cascading master-detail relationships between lookup columns in SharePoint lists and document libraries. Filter city column values by country, it is as easy as it should be!
Smart Print Pro
Your SharePoint lists and items can now be printed, converted to PDF or emailed with just one click!
Smart ID Pro
Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don't settle for what SharePoint can do, make SharePoint do what you need!
Version Release Date Changes
1.0.1 25-Jan-2012
  • Website license option added
1.0.0 15-Nov-2011
  • Initial release
Most Recent Newer Older 

Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.

License Type Price Buy
Website License 999 US$  
Server License with Annual Support 1999 US$  
Server License 1799 US$  
Developer License 299 US$  
Annual Support Renewal 429 US$  

Purchase using a credit card or PayPal. To issue a formal quote and for payment through a Purchase Order (PO), please contact Sales

  • Website License - entitles you to the right of using the products only within the SharePoint site of the solution. Using the products in any other sites of your SharePoint farm, new or existing, is not possible or permitted
  • Server License with Annual Support - entitles you to the right of installing the product on one front-end server, including the right to contact us on non-bug related issues within the period of one year. You can use the components on any site of your SharePoint farm in any configuration. The support includes help with installation, integration or customizations. Bug fixes are included with any license free of charge.
  • Server License - entitles you to the right of installing the product on one front-end server. Front-end server is one responding to user requests (web server). You can use the components on any site of your SharePoint farm in any configuration. This license is not time-limited, but you are not entitled to new versions, except for explicit bug fixes.
  • Developer License - entitles you to the right of installing the product on one front-end server in non-production environment. You can use this license for your test/integration/pre-production farms. Note that you must order at least one full server license to have the right to order a developer license.
  • Annual Support Renewal - extends the annual support to another year. You must order the original product with annual support to be eligible for this renewal.

All templates require US English language pack to be installed on the server.
Our templates can be installed on basic WSS 3.0 or SharePoint Foundation 4.0/5.0 farm.

This business process is available for download as a self-installing, self-configuring site template for Windows SharePoint Services 3.0 and SharePoint Foundation 4.0/5.0 (SharePoint 2007-2013). The template itself is free to use, but it is based on our commercial product - Ultimate Forms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.