[Vtigercrm-developers] Fwd: Re: Create a webform using the Quotes

[Vic Cekvenich]

-------- Original Message --------
Subject: 	Re: [Vtigercrm-developers] Create a webform using the Quotes
Date: 	Mon, 14 Jul 2014 15:54:41 +0530
From: 	Rishab K <rishab.k at vtiger.com>
Reply-To: 	vtigercrm-developers at lists.vtigercrm.com
To: 	vtigercrm-developers at lists.vtigercrm.com



Mel,

Alan's suggestion is the best option you could go with.
http://community.vtiger.com/help/vtigercrm/developers/third-party-app-integration.html?highlight=web



On Mon, Jul 14, 2014 at 3:42 PM, Alan Lord (News) <alanslists at gmail.com 
<mailto:alanslists at gmail.com>> wrote:

    Gosh,

    That says to me you need much more than the vtiger Webform is
    designed to provide!

    If I were you I'd either build a custom front end in something like
    Joomla! & Fabrik, Wordpress or Drupal, and use the Webservices API
    to get the data to & from vtiger. Or you could do it by modifying
    the Customer Portal and the SOAP API, but I think this is being
    phased out and replaced by Webservices in the near future.

    HTH

    Al


    On 14/07/14 10:26, Mel wrote:

        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?




    -- 
    Libertus Solutions
    http://www.libertus.co.uk

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