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merge data from an Opportunity
We would like to implement a customization that would enable us to exort data from an Opportunity including information from the items that are attached to the oportunity.
i believe what is needed is a simple script that would add a buttom on the opportunity if pressed the data of certain fields would be merged into a word document. this would be the RFQ to request pricing from our suppliers on the items with the corresponding quantities.
What I am looking for is:
1) Some advice how request for quotations could be generated from an opportunity.
2) Somebody who can write such a script (and potentially others) to help us customizing filling the link
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