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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.
by Employee
on ‎10-29-2009 11:52 PM

The current design for me as a user does allow quoting process through mail merge but that does not not go through a proper review process neither does it allow me to keep track of previous quotes with audit trails and changes.


The current process orchestration bit would not help me in the quote workflow & approval process as most often different organizations have different levels of approval mechanisms involving users that may not be part of CRM in such scenarios a DMS used by an organization enterprise wide would provide the ability to maintain version control and also provide approval mechanisms to help the entire quote process.

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