I have a requirement to generate a quote from opportunity displaying the products picked on the Opportunity Product revenue and email it to the end user as well. can anyone please give some inputs on how to do this. Any sample code would be very helpful.
Use a Narrative Report on Opportunity Product Revenues, Add the required Fields to the Page, some HTML to display the values in a neat, tabular format and add some images probably
After you create this report and are happy with the presentation, create a weblink on Opportunity that will bring up that report and show all the details for a Quote, you can them email this report to your Customer.
Here is an example of SR's
Thank you so much for sharing the information. This is definitely a good start for me and it would be great if you can share the Narrative report coding part too if possible. I am new to CRM and I am still getting my hands on basic reporting stuff.