[Vtigercrm-commits] [Vtiger development] #8143: Create a webform using the Quotes

[Vtiger development]

#8143: Create a webform using the Quotes
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 Reporter:  rishab       |      Owner:  developer
     Type:  enhancement  |     Status:  new
 Priority:  trivial      |  Milestone:  Unassigned
Component:  vtigercrm    |    Version:  6.1.0 - wip
 Severity:  Medium       |   Keywords:
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 Hi,

 Is it at all possible to create a webform for the Quotes module?

 Mel


 [[BR]]
 Mel,

 Can you discuss the use cases of adding ability to create quotes through
 webforms.This will help us in supporting you,and also we can add this to
 our road map.

 [[BR]]

 Hi Rishab,

 Certainly.

 Our visitors (potential customers) need to be able to build a quote for
 the
 products and/or services we provide when they  visit our website. The
 process should be as follows:

 1. Visitor opens our webform i.e.  'Create a Quote
 2. They enter the usual Contact and Organisation details
 3. They are then presented with an option to generate a quote by selecting
 the Products and/or Services they are interested in.
 4. There will be a Product/Service field, Quantity, and possibly a couple
 of
 others (not yet decided).
 5. When they finish making their selections and click Calculate, they are
 presented with a Quote and we receive the Quote as a incoming Lead in
 Vtiger
 6. The visitor receives an email copy of the Quote
 7. In Vtiger we can open the Lead, and there, we will be able to select
 'Create a Quote' in the same way we can Create an Organisation or Contact
 (or maybe the Quote details can be added automatically without having to
 do
 the manual click to transfer the details? I am not sure which is the most
 logical process here)

 I have searched for paid modules that can do this, but none I have found
 so
 far do this.

 Does that explain better?

 Kind regards

 Mel

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