Vtiger Customization: Price Books – Make Quoting Simpler

Our client needed a faster way to create quotes in Vtiger so we created a capability using Price Books.  The goal is to have specific price books load in related quote records so they can easily create the quote and have accurate prices for their customers. How Are Specific Price Books already Populated on the Quotes Record? […]

Vtiger Feature: What Are Price Books and How to Use Them?

We noticed that many Vtiger users do not use the Price Books module.  While the Price Books module does not make sense for every business, it may be valuable for the following uses: Special Pricing for important clients Price Book for distributors vs. Price Book for end client What is a Price Book and how […]