How Generate Quotes Via Smartsheet
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
Answers
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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
✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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i would ideally have something like this as a dropdown.
sorry for the slow reply
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