<div dir="ltr">Thanks for your input.I have crated a <a href="http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8143">trac</a> for it.We will record the views regarding this in <a href="http://trac.vtiger.com/cgi-bin/trac.cgi/ticket/8143">trac</a>.<div class="gmail_extra">
<br><br><div class="gmail_quote">On Mon, Jul 14, 2014 at 2:56 PM, Mel <span dir="ltr"><<a href="mailto:m.brummell@btinternet.com" target="_blank">m.brummell@btinternet.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
Hi Rishab,<br>
<br>
Certainly.<br>
<br>
Our visitors (potential customers) need to be able to build a quote for the<br>
products and/or services we provide when they visit our website. The<br>
process should be as follows:<br>
<br>
1. Visitor opens our webform i.e. 'Create a Quote<br>
2. They enter the usual Contact and Organisation details<br>
3. They are then presented with an option to generate a quote by selecting<br>
the Products and/or Services they are interested in.<br>
4. There will be a Product/Service field, Quantity, and possibly a couple of<br>
others (not yet decided).<br>
5. When they finish making their selections and click Calculate, they are<br>
presented with a Quote and we receive the Quote as a incoming Lead in Vtiger<br>
6. The visitor receives an email copy of the Quote<br>
7. In Vtiger we can open the Lead, and there, we will be able to select<br>
'Create a Quote' in the same way we can Create an Organisation or Contact<br>
(or maybe the Quote details can be added automatically without having to do<br>
the manual click to transfer the details? I am not sure which is the most<br>
logical process here)<br>
<br>
I have searched for paid modules that can do this, but none I have found so<br>
far do this.<br>
<br>
Does that explain better?<br>
<br>
Kind regards<br>
<br>
Mel<br>
<br>
<br>
<br></blockquote></div></div></div>