Sales Quote Generator

With this all-in-one quoting solution, your team can:​

• Quickly build accurate and polished quotes
• Customize and export quotes to PDF
• Manage products, categories, customers, and contacts
• Automate calculations and document generation

Infowise Ultimate Forms transforms standard SharePoint lists into a robust business solution with powerful features like Ultimate Forms: Associated items, dynamic filtering, Ultimate Forms: Actions, and Ultimate Forms: Print—all without a single line of code.

Key Functionalities

1. Product and Category Management​

• Organize and maintain your product catalog using SharePoint lists, enhanced with Ultimate Forms: Connected Lookupcolumns for seamless category-based filtering.
• Need to add a new product on the fly? No problem—thanks to inline item creation, new products and categories can be added directly from the quote form.
• Categorization ensures that only relevant products are displayed, making the quote-building process fast and accurate.

2. Customer and Contact Integration​

• Maintain a centralized database of customers and contact persons using dedicated SharePoint lists.
• Use Ultimate Forms: Cascaded Lookups to automatically filter contacts based on the selected customer.
• Add new customers or contacts instantly without leaving the quote screen, preserving workflow continuity.

3. Quote Creation and Line Item Management​

• Create detailed quotes that include line items, pricing, quantity, discounts, and tax calculations.
• Leverage Ultimate Forms: Associated Items to add and manage quote lines directly within the quote form.
• Real-time calculations of subtotals, discounts, and totals ensure accuracy and speed.
• Custom formulas and validation rules ensure data consistency and compliance with pricing policies.

4. Print and PDF Output​

• Generate professional-looking quotes using Ultimate Forms: Print templates tailored to your branding.
• Include your company logo, custom fields, and legal disclaimers.
• Export quotes to PDF and share with customers instantly via Ultimate Forms: Actionbuttons or email integration.

Enhanced Capabilities with Infowise Ultimate Forms​

• Ultimate Forms: ActionButtons – Trigger PDF export, email delivery, or approval routing with a single click.
• Color-Coded Status Fields – Use Ultimate Forms: Color Choice columns to visually track quote status (e.g., Draft, Sent, Accepted).
• Permission-Based Access – Control who can view or edit quotes using Infowise Advanced Permissions.
• Custom Validation Rules – Prevent incomplete or incorrect entries with rules tailored to your business.
• Responsive Design – Fully functional on desktop and mobile devices, ensuring quote access anytime, anywhere.

Typical Workflow​

1. Add Customer & Contact – Select an existing customer or add a new one directly in the quote form.
2. Create a New Quote – Open the quote form, assign it to a salesperson, and specify key details like date and terms.
3. Add Quote Line Items – Choose product(s) and enter quantity, pricing, and optional discounts. All totals calculate automatically.
4. Print or Export Quote – Generate a branded PDF using the print template. Optionally, send it via email.
5. Track Status & Follow-Up – Update the quote status and follow up with customers using built-in views and alerts.

Business Use Cases​

• Sales Teams creating fast, accurate quotes for clients
• Account Managers managing customer pricing and product packages
• SMEs and Enterprises that need a scalable, no-code quoting solution
• Field Sales Reps needing mobile access to quote generation

How This Template Elevates SharePoint

By combining the flexibility of SharePoint lists with the no-code power of Infowise Ultimate Forms, this solution turns your site into a full-featured quote management platform. Everything from dynamic lookups and automated calculations to PDF exports and print views is fully configurable to meet your organization’s needs.

This also means no expensive third-party quoting software or long development cycles. You stay in control of your data, workflows, and user interface—while enjoying an intuitive experience tailored for non-technical users.

Get Started Easily

• Use the included template to quickly deploy on your SharePoint Online or On-Premise site
• Configure your product list, pricing tiers, and branding in minutes
• Train your team with minimal onboarding thanks to the clean and user-friendly interface

Conclusion

The Sales Quote Generator Template offers a powerful, intuitive solution for quote creation within Microsoft SharePoint. With Infowise Ultimate Forms, you get a completely customizable, no-code environment to manage your quoting process from start to finish. Whether you're a small business or an enterprise sales team, this template helps you generate quotes faster, reduce errors, and present a professional image to your customers.