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Editable Quote Grid™

eLogic

4.6 (9)

Improve quoting functionality with the Editable Quote Grid™ packaging and discounting capabilities.

The Editable Quote Grid™ adds a robust functional layer to quote and opportunity records directly in Dynamics 365. The Editable Quote Grid™ equips you with 9 unique discounting capabilities at the product, package, & quote level, and by dollar value, percent (%), or quote-level override. This app enables flexible package creation with product quick-add from Dynamics 365, and drag + drop sort options. Get the right quote in front of your customers the first time, with efficient and flexible discounting, product grouping (packaging), and sorting.

Key features include:

  • Custom Packaging to group products how your customers want to see them
  • Drag + Drop sorting for products and packages
  • Quick-add empty packages to your quote
  • Quick-add products to your quote via wildcard search
  • Override a product description specific to a given quote
  • Flexible Discount Types by: dollar value, percent (%), or override
  • Multiple Discount Levels by: product, package, or at the quote level
  • Rollup discounts at the package level
  • Override price list price to a "target price" (auto-calculates the discount)
  • Auto-calculate final quote price based on input values
  • Use with validated configuration rules
  • Compatible with Dynamics 365 v9.0 and Unified Interface
  • Quick-Add Products can be filtered by Price List or show all Products
  • Settings page to give you more configuration control
  • Ability to hide columns based on Security Role
  • Ability to add products directly to the right package by selecting a default package
  • Support for services-based quoting (contracts, assets)
  • Compatible with Opportunity and Quote records
https://store-images.s-microsoft.com/image/apps.57901.7951d4f7-5ae8-4a67-81ba-bb2eed366214.2bb1426c-30b2-43b8-a6b6-f5f61f42d690.d6315612-4c58-4cc9-bd86-7c14c2cee9ef
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https://store-images.s-microsoft.com/image/apps.57901.7951d4f7-5ae8-4a67-81ba-bb2eed366214.2bb1426c-30b2-43b8-a6b6-f5f61f42d690.d6315612-4c58-4cc9-bd86-7c14c2cee9ef
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https://store-images.s-microsoft.com/image/apps.8528.7951d4f7-5ae8-4a67-81ba-bb2eed366214.2bb1426c-30b2-43b8-a6b6-f5f61f42d690.ce275552-3e75-4115-bcc9-7449f4e138d4
/images/videoOverlay.png
https://store-images.s-microsoft.com/image/apps.2800.7951d4f7-5ae8-4a67-81ba-bb2eed366214.b11cd509-2bbc-48b3-b57a-248ecf34ae1a.45e5bc81-7c9a-4e80-a001-8990f7999c3c
https://store-images.s-microsoft.com/image/apps.17655.7951d4f7-5ae8-4a67-81ba-bb2eed366214.b11cd509-2bbc-48b3-b57a-248ecf34ae1a.09d153e4-5926-48fc-bc96-b3db71bf7621
https://store-images.s-microsoft.com/image/apps.12932.7951d4f7-5ae8-4a67-81ba-bb2eed366214.b11cd509-2bbc-48b3-b57a-248ecf34ae1a.6089b9ff-6080-4fa5-bf1a-3cc204a25103