Editable Quote Grid™


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