Quote Generator for Dynamics CRM

The Aspose .NET Quote Generator is open source add-on used to generate and export quotation from CRM. You can design quotation template in CRM and and generate quote as you want. Template provides rich text editing option and you can also insert CRM fields in it. This add-on can also resolve option set and look-up fields. In addition it can provide functionality to edit the original quote before attaching with quote under notes. Aspose .NET Quote Generator can be used with CRM on-premises and CRM Online.

Major features of this Addon are:

  • Create Quote Template inside CRM. (without using the out of box Templates functionality)
  • Allow options to insert rich text HTML into the quotation template.
  • Allow option to insert CRM Fields.
  • Can resolve Option set values and Lookup names.
  • Generate Quote from HTML to word using the templates.
  • A ribbon button is provided to choose the template and generate quote.
  • View the generated Quotation and Edit its HTML before generating it.
  • Automatically attach Generated word document with the Quote.

This add on will work with all versions of Microsoft Dynamics CRM 2013 and 2015.

System Requirements and Supported Platforms

System Requirements

In order to install and use Aspose .NET Quote Generator for Microsoft Dynamics CRM you need to have one of the following CRM version installed

  • Microsoft Dynamics CRM 2013.
  • Microsoft Dynamics CRM 2015.
  • Microsoft Dynamics CRM Online.

Please feel free to contact us if you find any issues in installing or using this Add-on.

Supported Platforms

This addon will work with all version of Microsoft Dynamics CRM:

  • Microsoft Dynamics CRM 2013.
  • Microsoft Dynamics CRM 2015.
  • Microsoft Dynamics CRM Online.

Downloading

You can download the latest solution for Microsoft Dynamics CRM 2013 at:

You can download the latest solution for Microsoft Dynamics CRM 2015 at:

Installing or Uninstalling

How to Install

Importing the Solution

  • Download the Solution File. (Managed if you intent to uninstall it)
  • Open CRM and go to Import Solution.
  • Click Browse and select the downloaded solution file and click next.
  • Click Next and wait for the solution to import.
  • Click close when the solution is imported successfully.

Configuring Web Page

  • Download the source code for website.
  • Copy on server. (Recommended under inetpub)
  • Open IIS. (On server where you intent to deploy website, accessible from CRM server)
  • Create a new Website.
  • Choose physical path and configure website.
  • Browse to check if it is accessible.

How to Uninstall

  • Delete Website from IIS.
  • Go to solution and select “Aspose .NET Quote Generator”.
  • Press the Delete button. press OK for confirmation.

Using

Easily configure and Use Aspose .NET Quote Generator for Dynamics CRM by following the instructions here.

Video Demo

Please check the video below to see the plugin in action.

Support

We offer free support. Anyone who uses our product, whether they have bought them or are using an evaluation, deserves our full attention and respect.

You can log any issues or suggestions related to Aspose .NET Quote Generator using any of the following platforms:

Extend and Contribute

This Add-on is Open source. The Scenario we have created and resolved the issue may differ from the end user. You can download the latest source code and update it according to your business needs. Please find the latest Source Code and Code Example here.

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