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Verean Patel Web Based Quoting tool
Hello,
I was wondering what the best approach would be for a project I am working on.
The premise is to have an intricate online form that generates quotes that are linked with opportunities but also have an option to generate mock quotes for personal viewing in an excel format. It would need to be able to track revisions and call back previous quotes made. What would the best direction to accomplish such task? My assumptions have been using a custom controller with a Visual force page.
I was wondering what the best approach would be for a project I am working on.
The premise is to have an intricate online form that generates quotes that are linked with opportunities but also have an option to generate mock quotes for personal viewing in an excel format. It would need to be able to track revisions and call back previous quotes made. What would the best direction to accomplish such task? My assumptions have been using a custom controller with a Visual force page.
You will need a VF page for that and here is a tip to create a XLS based on a VF page.
<apex:page controller="whatever" tabStyle="whatever" sidebar="false" contentType="application/vnd.ms-excel#filename.xls" language="en-US" cache="True">