How Generate Quotes Via Smartsheet

DCarter

I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering to be automating and using parent cells doesn't help this. in a perfect world I would just click on the quote row and then if need expand into a table showing the for example 15 calculations to get the price.

Apologies for the waffling

Andrée Starå

https://community.smartsheet.com/discussion/129560/how-generate-quotes-via-smartsheet

Hi,

I hope you're well and safe!

There are multiple ways to solve it: Each part in a group of columns, combined values in one or multiple cells.

Can you share some screenshots of how you'd like it to work?

(Please delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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DCarter

Costing for smartsheet.xlsx

i would ideally have something like this as a dropdown.

sorry for the slow reply

Kris Volpenhein

Hi DCarter - I am curious if you made progress in clarifying this use case? We are preparing for a Smartsheet implementation and I am wanting to do something similar (a sort of CPQ-lite to enable quote generation). A quick glance at your worksheet has me curious if you have managed to configure something that is functioning like you desired?