Creating customer quotes

dennish_dcsorg_com April 30, 2019

I'm trying to figure out a method of creating quotes for customers in Jira Core (cloud). I can't find any marketplace apps that accomplish this. Ideally I'd like to setup a screen that has "line items" and we can choose from dropdown lists. Then when it's ready save the form as a PDF (I'd like to make it look presentable as well) with the customer info and the items along with a total.

 

Any ideas?

 

4 answers

1 vote
Aron Gombas _Midori_
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May 17, 2019

To generate the PDF invoices you should definitely evaluate Better PDF Exporter.

68a6fbd1-02b3-4dcf-84ff-bb58307fdf62

1 vote
dennish_dcsorg_com May 1, 2019

That looks like it might work for part of the solution. Could I add a header with our logo, address, customer info, etc and add a footer or 2nd page that has our terms and conditions?

Jimmy Van (GLiNTECH)
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May 5, 2019

Sure, for that, check out an app like Xporter for Jira

1 vote
Jimmy Van (GLiNTECH)
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April 30, 2019

Hi Dennis,

I think what you're looking for is the Table Grid app. Check it out here:

https://marketplace.atlassian.com/apps/1217571/table-grid-next-generation?hosting=cloud&tab=overview

Dungle April 24, 2023

Hi Jimmy Van

Can You help me to export TableGrid via Xporter ?

I'm try many times with bellow form but still can'tScreenshot 2023-04-24 at 17.26.34.png

0 votes
Vlad - RaleyApps March 14, 2024

You can use Raley Purchase Orders to generate quotes. 

 

As a Finance user you simply create a purchase request which will become auto-approved (you need to set-up auto-approving budgets) and this will generate a PDF document based on your input.

You can further improve look-n-feel of your PDF document as needed to include additional data.

 

Cheers,

Vladimir | Raley

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