Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested answer

Quote Template

(0) ShareShare
ReportReport
Posted on by 5

Hi 

I have bee trying to create a Word Template for Quote. There are 4 different Product Categories [CAMS, GENIT, PHONES&NET and AXEZE].

Our requirement is to have 4 Different Tables for all 4 Categories. I created fields for all 4 categories and added the business rules but the Result is a bit different as shown in the Screen Shots. But I am not able to get the "Total Amount for each column" it only shows the Total Amount of Entire Quote.

Or is there any other way that I can do this with using Javascript or any other Code that can remove the blank spaces as well. 

pastedimage1655251888654v1.pngpastedimage1655252171038v2.pngpastedimage1655252201400v3.png

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Quote Template

    Hi Business Application,

    Please try to create rollup fields to calculate each Product Category's total amount(such as CAMS_totalamount). And then use this field instead of totalamount in your template.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 51 Most Valuable Professional

#2
Ramesh Kumar Profile Picture

Ramesh Kumar 42

#3
David Shaw_UK Profile Picture

David Shaw_UK 27

Featured topics

Product updates

Dynamics 365 release plans