Network Quotation Management System

Creating accurate and professional network service quotations shouldn't require external software or complicated tools. The Network Quotation Management System template for Microsoft SharePoint, powered by Infowise Ultimate Forms, enables IT and service teams to build, manage, and deliver structured quotations directly in their browser—without any coding.

Designed for flexibility, this solution centralizes customer and service data, supports itemized quote building, and produces branded PDF outputs with automated calculations and workflows. Whether you're quoting structured cabling, equipment, or managed network services, this template adapts to your business process.

Why Choose the Network Quotation Management System?

With this all-in-one quoting tool, you can:​

• Quickly generate customized and accurate network quotes
• Organize and manage service offerings, customers, and terms
• Automatically calculate totals, taxes, and discounts
• Export branded PDFs and streamline approvals with a single click

Infowise Ultimate Forms transforms basic SharePoint lists into a smart business solution, adding tools like Ultimate Forms: Associated Items, Print, Actions, and Connected Lookups—all with no development effort.

Key Functionalities

1. Service Catalog and Category Management​

• Define and organize services and categories using SharePoint lists
• Use Ultimate Forms: Connected Lookup fields for dynamic filtering by service type
• Add new categories or services directly within the form

2. Quotation Building with Line Items​

• Use Ultimate Forms: Associated Items to manage line items inside the main quote
• Include service details, quantity, pricing, tax, and discount fields
• Apply formulas for subtotal and total auto-calculations

4. Branded PDF Output and Email​

• Use Print Templates to create branded, professional quote documents
• Include your logo, contact info, disclaimers, and legal notes
• Export to PDF or send via Action Buttons with one click

Enhanced with Infowise Ultimate Forms​

• Ultimate Forms: Actions – Automate PDF creation and email delivery
• Ultimate Forms: Color Choice – Visually track status (e.g., Draft, Sent, Approved)
• Role-Based Permissions – Secure data by department or role
• Responsive Forms – Full usability across desktop and mobile

How It Works​

1. Customer Request Submission
   
   The customer accesses a public-facing or shared SharePoint form and fills in their quotation request, including company details, contact information, and a description of the required network services.
2. Internal Review
   
   The submitted request is stored in a dedicated “Customer Requests” list. A team member is automatically notified via Infowise Alerts and assigned to handle the quote.
3. Quotation Creation
   
   From the request, a new quote is generated in the “Network Quotations” list. The quote includes customer data (automatically pulled from the request).
4. Add Line Items
   
   Using Infowise Associated Items, line items are added directly within the quote form. Each item represents a specific network service, with fields for description, unit cost, quantity, and tax. Total amounts are calculated automatically using formulas.
5. PDF Generation & Delivery
   
   With one click, the quote is exported to a professionally styled PDF using Infowise Print. The document includes your branding, customer details, quote breakdown, and total. It can be downloaded or sent to the client via an Infowise Action Button.
6. Track Status and Follow-Up
   
   Color-coded status fields indicate progress (e.g., Draft, Sent, Approved). Views and filters help the team track and manage all active quotes. Optional follow-up reminders or approval workflows can be triggered automatically via Infowise Actions.

The Network Quotation Management System helps your team respond to quote requests faster, more accurately, and with a professional finish—all within SharePoint and without writing a single line of code.