CRM Smart Add-Ons : Quick Quote Round Route NNRel

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Microsoft CRM 2013

Microsoft CRM 2011

Without activation the Add-On works in trial mode (with a limitation of up to three items in a quote).

The current version of Quick Quote for CRM 2013 is 2.0.2 (published on 2014-08-25).

The current version of Quick Quote for CRM 2011 is 1.7.6 (published on 2014-08-25).
This version requires Update Rollup 12 installed.
If you haven't installed this Update Rollup yet, you can try version 1.6.3.

Version changes

CRM Quick Quote for CRM 2013 (v 2.x.x)

  • 2.0.2
    • Bug fixed: Rounding of price based on currency number of decimals.
  • 2.0.0
    • The first official version of CRM Quick Quote for CRM 2013.
    • (It was originally introduced as branch of CRM Quick Quote with version number 1.7.6/7.)

CRM Quick Quote for CRM 2011 (v 1.x.x)

  • 1.7.6
    • Bug fixed: After applying Rollup Update 17, the Quick Quote window has shrinked vertically so much it was not usable.
  • 1.7.5
    • Bug fixed: When applying a manual discount to Kit products, it was not correctly computed into a parent Kit total price and a total amount.
    • Bug fixed: Generating of a pdf report got frozen in some cases.
  • 1.7.4
    • % of margin or markup can be applied on the selected quote lines
    • more flexible ways to work with kits: kit products are coloured in blue and indented; when inserting a kit you have several choices how to work with kit products and kit price
    • fixed problem: now it is possible to change an inserted manual discount back to zero
    • a Quick Quote Add-On is now optimized even for very large pricelists (tens of thousands of products) on CRM Online
  • 1.7.3
    • fixed bug: loading 5000+ products on CRM 2011 Online
    • upgrade to unlimited number of products on a quote/opportunity/sales order
  • 1.7.2
    • recipient other than default Customer to send a PDF report
    • filtering inactive products
    • fixed problem: pdf quote from custom report bug #2
  • 1.7.1
    • fixed problem: pdf quote from custom report bug #1
  • 1.7.0
    • Creating an e-mail with a quote as PDF attachment (using CRM reports).
    • Saving the default selected Subject.
    • Saving the option to search among all Subjects as default.
  • 1.6.3
    • fixed problem: loading more than 50 items of the subjects tree.
    • fixed problem: there was incorrect quote item line number 999 instead of a correct line number in some cases.
  • 1.6.1
    • columns from the Pricelist item entity (pricelevelitem) can be used when configuring product view columns
    • manual discount field added
    • better support for various currency formats according local settings
    • product kits are now supported - multiple products could be added at one click
    • fixed problem: columns order was not saved for the next session
    • new Preferences concerning user prompts
  • 1.5.1
    • fixed problem: loading of products stopped working when there was a product without a subject
  • 1.5.0
    • totally configurable columns in products view
    • significantly faster loading of products
    • user prompt when saving quote/order/opportunity whether to recalculate the total price field on the entity
  • 1.4.7
    • the Add-On now works on Order entity, too
    • global search through all products is added
    • fixed problem: lines' sorting after saving the quote/opportunity
    • fixed problem: sorting after filtering
    • fixed problem: label according to the current entity
    • change setting of column width of selected products
    • recalculating the price field on entity after saving
  • 1.4.6
    • fixed problem: adding write-in products to an opportunity
  • 1.4.5
    • add buttons to refresh the list of products and the list of subjects from the database
  • 1.4.4
    • fixed problem: false loading of multiple subjects with the same name
  • 1.4.3
    • fixed problem: loading uncomplete subject tree
  • 1.4.2
    • fixed problem: users' roles enabling them to read serial number
  • 1.3.9
    • loading of products - better thread synchronization
    • a notice of a filter being used while choosing another subject
    • an immediate license refresh
    • a "contact your admin" hint for unallowed user in organization with license