Creating a PDF of a Quote

YetiForceCompany / YetiForceCRM

Our team created for you one of the most innovative CRM systems that supports mainly business processes and allows for customization according to your needs. Be ahead of your competition and implement YetiForce!

https://yetiforce.com

Other

1.72k stars 742 forks source link

Creating a PDF of a Quote #12620

Closed 2techcomputing closed 4 years ago

2techcomputing commented 4 years ago

I have created a quote in the CRM but i do not see an option to save it to a PDF so that i can show my customer. Is there a step i missed in order for the option to appear or do i need to create a PDF template for quotes. If a template needs to be created how do i go about creating one with the correct fields?

davide-alghi commented 4 years ago

Hi @2techcomputing, yes, you have to create a PDF template here https://gitstable.yetiforce.com/index.php?module=PDF&parent=Settings&view=List&block=4&fieldid=35

2techcomputing commented 4 years ago

@davide-alghi Alright i got a template to appear for Quotes now. I have another question though, is it possible to create quotes directly without the need of creating a sales enquiry, then a sales requirement and then a calculation. I dont need the additional property's of that and wish to just create quotes directly. Any idea if that is possible?

davide-alghi commented 4 years ago

yes, you can. you have to modify sales process. I'm going to give you an example, but my reccomendations are:

before to go in production try it on an YF test instance
check if all features, after sales process modification, are preserved for your needs

here how to https://www.youtube.com/watch?v=l4AGy0bKWwA

2techcomputing commented 4 years ago

@davide-alghi perfect, that video worked, thank you for your help.