So you managed to realize that you can't really print a detailed quote from CRM. (I know what were they thinking :) The line items are in a seperate table then the summary information and despite the video you are still scratching your head. Using the Single Entity view and Merge to Word doesn't quite do it.

To solve this problem you could jump into the MS Dynamics CRM Sandbox and download the shared code for the Quote Report. It pulls all the Quote data prompting for a specific client, into one report and prints it. If youwant to doctor it up a bit you can then save this to a format that any of the other Office applications can read (you get the choice of many different formats), pull the saved report into an office file and add your logo etc.

What too many steps? Needless to say you have the choice to either write your own Microsoft SQL Report Services quote report and/or get your partner of choice to customize the existing to be unique to you.

It would be a small customization to an existing report.

What have other clients done? They have also chosen to invest in some of the third party specialty products from companies like Quotewerks, MSCRM-Addons, C360 and more. Companies who have focused and released applications specifically for creating beautiful quotes that interface to MS Dynamics CRM.