Formulas and Functions
Formulas and Functions
Ask for help with your formula and find examples of how others use formulas and functions to solve a similar problem.
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
-
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
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
i would ideally have something like this as a dropdown.
sorry for the slow reply
-
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?
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 67.4K Get Help
- 463 Global Discussions
- 156 Industry Talk
- 509 Announcements
- 5.4K Ideas & Feature Requests
- 85 Brandfolder
- 156 Just for fun
- 81 Community Job Board
- 518 Show & Tell
- 35 Member Spotlight
- 3 SmartStories
- 307 Events
- 35 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!
Trending in Formulas and Functions
- In the Left function, is there a way to grab just the letters, not another character, such as a dash? I have a column of numbers that include 2-3 letters, a dash, a number, dash, then 1-3 letters. Exa…
- Hi all! I need help with a formula in a sheet summary field: I want to return a performance grade value from Column A assigned to a particular name in Column B and for the highest/most recent date in …
- I have never completed an AVG formula yet, and I am looking at past posts, and i cant find something close to what I am looking for. I have criteria it needs to meet, before it can calculate the Avera…
