Create quotes that you can send to your customers, using CABC iQuote.
Microsoft CRM 1.2 does not provide a method of creating a formatted Quote
that can be sent to customers "Out of the box". That's why CABC has created
iQuote, an integration between Microsoft CRM and Microsoft Office InfoPath.
In Microsoft CRM 3.0 there is a link to Word. However, we believe due
to its ease of use our iQuote solution is still a strong contender for the
best way to format quotations from Microsoft CRM.
From the click of a button on a Quote in Microsoft CRM, you can view your
Quote in Microsoft Office InfoPath instantly, allowing the user to create
professional looking quotes to send to their customers.
InfoPath is a powerful XML form solution that allows data to be easily
captured and validated against business rules. Because the data is stored as
XML business information can be shared, reused and repurposed across the
organisation - not left trapped in disparate, incompatible systems.