[Vtigercrm-developers] Create a webform using the Quotes

[Rishab K]

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>
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
>
> _______________________________________________
> http://www.vtiger.com/
>
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