Editable Quote Grid™

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

New Features in v2.0 of the Editable Quote Grid™:

• Compatible with Dynamics 365 v9.0
• Quick-Add Products now Price List aware
• Addition of a 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