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

[Vic Cekvenich]

-------- Original Message --------
Subject: [Vtigercrm-developers] Fwd: Fwd: Re: Create a webform using the Quotes
Date: Sun, 17 Aug 2014 17:40:42 -0700
From: Vic Cekvenich <vic.cvc at gmx.com>
Reply-To: vtigercrm-developers at lists.vtigercrm.com
To: vtigercrm-developers at lists.vtigercrm.com



-------- Original Message --------
Subject: [Vtigercrm-developers] Fwd: Re: Create a webform using the Quotes
Date: Sun, 17 Aug 2014 15:00:10 -0700
From: Vic Cekvenich <vic.cvc at gmx.com>
Reply-To: vtigercrm-developers at lists.vtigercrm.com
To: vtigercrm-developers at lists.vtigercrm.com



-------- Original Message --------
Subject: 	Re: [Vtigercrm-developers] Create a webform using the Quotes
Date: 	Mon, 14 Jul 2014 15:43:00 +0530
From: 	Rishab K <rishab.k at vtiger.com>
Reply-To: 	vtigercrm-developers at lists.vtigercrm.com
To: 	vtigercrm-developers at lists.vtigercrm.com



Thanks for your input.I have crated a trac 
<http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8143> for it.We will 
record the views regarding this in trac 
<http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8143>.


On Mon, Jul 14, 2014 at 2:56 PM, Mel <m.brummell at btinternet.com 
<mailto:m.brummell at btinternet.com>> 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?

    Kind regards

    Mel





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