We are a manufacturing company, we have teams that prepare the list of products from a drawing. These products need to be added to quote by proposal team for pricing.
Currently, the draughtsman prepare the lists on excel and share it with the proposals team who add the products to the quote and later do the pricing. We want to avoid the double work by automating the process.
One quote ID itself can have different lists, as huge drawings are split among different draftsmen. All these linked lists need to be added to a single quote.
Points to be noted is that draftsmen should not have access to the prices, but only products and its specifications.
We first thought about adding child entity to the quote, but that will have an impact on storage, as products will be added in two different places.
Any useful suggestions are highly appreciated!
Using CRM 2015 Online