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?
To generate the PDF invoices you should definitely evaluate Better PDF Exporter.
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?
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Sure, for that, check out an app like Xporter for Jira
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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
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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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