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Editable Quote Grid™ Improves Quoting Functionality With Easy Packaging & Discounting

Editable Quote Grid™ adds a robust functional layer to quote and opportunity records directly in Microsoft Dynamics 365. Your sales team is equipped with 9 unique discounting capabilities at the product, package, & quote level. Each of these levels can easily be discounted with a few clicks by dollar value, percent, or price 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.

 

New features for Editable Quote Grid include:

  • Dynamics 365 Unified Interface optimization
  • A more robust product search feature across multiple fields
  • Highly customizable search fields you can tailor to your sales process
  • Multi-line Drag + Drop sorting that saves time on larger quotes
  • Support for optional lines with dedicated subtotaling
  • A full-screen mode to create more space for large quotes

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
  • Override price list price to a "target price" (auto-calculates the discount)
  • Auto-calculate final quote price based on input values
  • 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
Auf einen Blick
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