Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Creating quotes in Jira Cloud

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. 

1 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.

Hi @Viktor Zech 

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 @dennish_dcsorg_com 

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]

Suggest an answer

Log in or Sign up to answer
TAGS

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you