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Quote Management & Document Management

Status: New
by Employee on ‎10-29-2009 11:43 PM
It would be great to have a seperate quote entity post creating opportunity, associating products to the quote, ability to have multiple quotes with cloning feature and have the ability to mail merge it and push it to a document management solution like sharepoint from where an approval process can begin and return back the approved quote to CRM which can then further be processed by the quote creator to be emailed to the prospect/exported to word. The above can also be made applicable for Orders and ofcourse any other custom entity one wishes to create. In the above event it would be great if a user is directly creating a quote to reverse create an opportunity for the selected company/contact in the quote context.

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