Sales Quote Generator

Create, manage and print sales quotes from a SharePoint list

Install UltimateForms to run in your own environment

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 use within 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 relevant 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 before 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.

How to install

You can install on your own SharePoint sites, online or on-premises

1. Install UltimateForms

Still don't have UltimateForms installed? Get it now! It's an all-in-one suite to build a wide variety of sophisticated busines processes directly in your browser.

2. Apply Template

Open UltimateForms, click on Install Business Solutions on the toolbar. Click on the desired solution, then click Install. A brand-new site will be created with the solution already deployed.

3. Customize

Fine-tune your solution to exactly match your business requirements. Use UltimateForms to add and modify columns, change form settings, add validation rules, alerts, actions, print templates and many other features, without a single line of code.
Solutions are provided "as-is", free of charge, for UltimateForms customers. 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.
Most solutions are ready for use once installed. A small minority of solutions require you to add users to site groups. Once the site groups are populated, you can start using the process.
For more detailed installation and configuration instructions, visit this page.

What is right for you?

Online Trial

Not ready to install yet? Create a trial site in our environment
  • Full control of the site and its settings
  • Optionally pre-install one of our business solutions
  • Site provisioned automatically
  • Expires after 30 days
Register Now

Installation

Install in your own environment, on Microsoft 365 and on premises
  • Start working with your real users and data
  • Install on SharePoint Online or on premises
  • Register for 30 day trial
  • Trial can be converted to paid license
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