Generate Quotation using Template in HTML and Attach to Quote using Aspose .NET Quote Generator for Dynamics CRM 2013/2015

aspose Words for net e1378287014402 Generate Quotation using Template in HTML and Attach to Quote using Aspose .NET Quote Generator for Dynamics CRM 2013/2015Aspose .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.

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Features in this Release

The release of this add-0n supports the following features.

  • 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.

Download, Installation and Usage

Please check the links below to find instructions on downloading, installing, configuring and using these development templates.

Video

Please check this video to see it in action.

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Last edited Sep 27, 2015 at 9:37 PM by asposemarketplace, version 2