Creating quotes in Jira Cloud

Question

I'm trying to come up with a method of creating functional sales quotes for customers in Jira Cloud. I need to be able to pick from a configured list of parts and pull customer information from one of the Jira Cloud CRM add-ons.

If there is a 3rd party program that could add quoting functionality I'd be ok with that too.

Vlad [RaleyApps] · Answer

Hi Dennis,

We're authors of Raley Sales Quotes and Purchase Orders app which is doing exactly what you need - generation of PDF sales quotes.

You can customize the template for PDF generation and include any information from Jira standard/custom fields in addition to the information already stored with sales quote lines.

Have a look at the article we've published recently on How to create sales quotes in JSM. This should give you a good idea how the app works.

Cheers,

Vladimir | Raley

Rogério Paiva - Xray Xporter · Answer

Hi @[deleted]

On behalf of everyone at Xporter, I want to thank you very much for your kind words.

Providing great products and support is our primary goal, and knowing that you appreciate our efforts helps keep us motivated.

Hi @Dennis_H

Please try Xporter, and if you need additional help, please get in touch with Xporter Support (http://xportersupport.xpand-it.com).

Thank you both.

Kind regards,
Rogério Paiva [Xporter Support Team]

unknown · Answer

Hi Dennish,
I'm a fan of the Xporter app, as it helped me solve the same question:
https://marketplace.atlassian.com/apps/891368/xporter-export-issues-from-jira?hosting=cloud&tab=overview

The configuration is easy compared to a different PDF creator for Jira and the documentation is helpful. Their support is also great and was able to help me when I got stuck.

I use a Word template in Xporter where I have defined that the customer information is queried via a JQL. I clone the individual quotation items from existing subtasks (templates) and adapt them from my quotation issue.

The Xporter app pulls all the information from the JQL and the subtasks and creates my PDF quote.

I hope I was able to help you and others with this contribution.