CRM On Demand - Reports and Dashboards (MOSC)

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Quote report design question

edited Feb 27, 2016 4:00AM in CRM On Demand - Reports and Dashboards (MOSC) 5 commentsAnswered

I am designing a Quote "Report" for our sales team.  This will be something they send to a customer.  All is based on the Opportunity object.  The report contains three sections for a specific single opportunity record. The top section contains Opportunity, Account and Partner address information, a middle section that contains Opportunity Product Revenue information and a bottom section that contains what I will call quote conditions.  The quote conditions are nothing more than a bunch of text bullets.  Initially they are standard, but can be eliminated or customized for the particular quote.  They need to appear as bullets. 

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