[Vtigercrm-developers] Create a webform using the Quotes

[Rishab K]

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> 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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