Creating customer quotes

[Dennis_H]

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?

[Aron Gombas _Midori_]

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

[Dennis_H]

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)]

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

[Jimmy Van (GLiNTECH)]

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]

Hi Jimmy Van

Can You help me to export TableGrid via Xporter ?

I'm try many times with bellow form but still can't

[Vlad - RaleyApps]

You can use Raley Sales Quotes and Purchase Orders to generate quotes without leaving your Jira. 

This article showcases how to create a PDF quote for customer requests which arrive by email. To get a more technical overview I suggest that you check out  how to get started with Raley

Cheers,

Vladimir | Raley