[Vtigercrm-developers] Create a webform using the Quotes

[Alan Lord (News)]

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?



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