[Vtigercrm-developers] Create a webform using the Quotes

[Joe Bordes]

Hi,

You could try using this project:

https://github.com/tsolucio/coreBOSwsWebform

you should be able to create any entity and it should work with VT6, in 
the end it is exactly what Alan is proposing below

Joe
TSolucio


On 14/07/14 12:12, Alan Lord (News) 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?
>
>
>


-- 
Un saludo
Joe
TSolucio