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.
Quotes list view
View of Quotes lists with related lines
Quote details in the list form
Adding new line to the quote
Quote ready to be printed or saved to PDF
All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint Foundation 4.0/5.0 or SharePoint Server 2010/2013/2016.