Build a form to create simple finanacial proposal

[admin]

Hello, we have built CRM at JIRA and things are very good.... we need to be able to build a form to create a simple proposal that includes a table of Item name , unit price , quantitiy , price . ... then total price

[Olha Yevdokymova_SaaSJet]

Hi @admin 

Since you're using Jira as a CRM, you can create a financial proposal form inside Jira using Smart Forms for Jira.

✅ How Smart Forms for Jira Can Help You Build a Proposal Form

✔ Create a structured table with fields like Item Name, Unit Price, Quantity, and Total Price.
✔ Map form fields to Jira issue fields to ensure that proposal details are stored properly.
✔ Use Jira Automation to calculate totals based on the mapped Unit Price and Quantity fields.
✔ Generate and track proposals as Jira issues for easy approval and follow-ups.
✔ Export the proposal data as PDF or Excel if needed for external sharing.
✔ Allow internal or external users to submit proposals via a shared form link.

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🔹 How to Set This Up in Smart Forms for Jira

1️⃣ Create a New Proposal Form

2️⃣ Add the Following Fields:

• Item Name (Short Text Field)
• Unit Price (Number Field, mapped to a Jira field with 'Create new issue feature')
• Quantity (Number Field, mapped to a Jira field)
• Total Price (Custom Field in Jira to store calculations)

3️⃣Enable "Create New Issue" – Ensure each proposal form submission generates a Jira issue for tracking.
4️⃣Use Jira Automation to Calculate Total Price

• Trigger: When a form is submitted
• Action: Multiply Unit Price × Quantity and store the value in the Total Price field

5️⃣ Export & Share – If needed download the proposal as PDF/Excel.

🚀 Outcome: Your team can quickly generate financial proposals, automate calculations, and store structured proposal data in Jira for tracking and approvals.