Vtiger Quote Templates

$500.00

If you are doing repetitive quotes, streamline your quoting process by creating and using Vtiger Quote Templates with a variety of prospects.

 

Product Description

The Boru Vtiger Quote Templates streamline your quote creation if you frequently do similar quotes/bundles.

First, you open an existing quote that you want to turn into a template:

  • Click “Create Template” to memorize it
  • Select the quote fields and custom fields that you want to memorize as part of the template
  • Memorize the products/services listed in the quote as well if you wish

Later, you can use this template with a different prospect:

  • Go to the contact and create a quote
  • Select the quote template from the pull down
  • All the memorized fields, products and services will appear. You can still modify anything on the quote as needed.

 

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Requirements

Vtiger Version: 6.X
PHP Version: 5.2, 5.3, 5.4, 5.5 
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