My Quotes and Products Modules

[atheimer98]

[Andy -- I edited this post to reflect that a SugarForge project now exists and that up-to-date download files should be obtained from there.]

Here is my products and quotes module, I had this custom built for our company back around revision 4.0 but it still works well.
You will need to create a(n) email template for the quote to use with any of the following variables attached:
$quote_account
$quote_email_address
$quote_contact_first_name,
$quote_products
$quote_notes
Pricing in this quote document is valid until $quote_valid_till.

Addl. Notes:
The send as pdf feature does work but I never finished creating a template for it.
The status of the quote used to auto-update to 'sent' but this broke with Sugar 4.5
The Account lookup when creating a quote used to have ajax but this broke as well with 4.5

We use this in production so albit the minor glitches it has worked well for us. To get started
1. Install products and quotes as modules
2. Install the popup patch as a patch
3. Create some products
4. Under Quotations, create a template (this allows you to specifiy an email template and manage multiple types of quotes)
5. Create a new quote and try it out.

Let me know what you think I'll try and dig out some addl. information if I can find it.

[rustinp77]

I would love to check out your modules however, I'm getting errors reading the zip files that you provided. Could you please confirm these are working for SugarCRM 4.5.1c (Open Source Edition).

How do these differ from the C3CMS release of Quotes & Products? Can you also confirm if you are able to add subpanels to Accounts for Quotes & Products.


Thank you very much!

Sincerely,

Rustin Phares

[palmtree]

I downloaded them and installed them on a 4.5.1d OS, worked OK, so the files are correct.

I've played around with it for awhile, and it seems pretty promising! Definitely much more straightforward than C3CRM P & Qs yet seemingly fully featured as well.

What are 'Users' and 'Limit' options for? Users multiplies the list price, so it looks like some Quantity modifier; Limit I don't figure out yet.

No subpanels as of yet, only to Documents but doesnt seem to be a link to the SugarDocuments module, more like a separate, inset sub-module of its own.

Quotations have a handy feature that auto-create an opportunity, with the calculated mount and proper relationships with contacts and accounts. Great!

Too bad opportunities don't have a Quotation subpanel, to see these relationsips directly from the opportunity. Also, in our CRM model, we usually create an opportunity much before we create an actual quote/proposal, so the ability to link a quote to an existing opportunity is very much ideal for us.

The preliminary verdict is that i like it very much! I'll even try to code a few missing pieces for it, like opportunity links and subpanels, and definitely a spanish translation.

Is there a sugarforge project or something where we can contribute to this? it is very promising if a few bugs get sorted out. Thanks a million for sharing!

[susiewilliams]

Hi all,

Let me jump in and encourage you to create a SourceForge project for this so you can collaborate, as palmtree suggests. You can easily create one by going to this link and filling out the information.

-Susie

[rustinp77]

I'm always interested in looking what other people are doing however I must have more problems than the defination itself. Here's the error message I get when trying to install: Error: PCLZIP_ERR_BAD_FORMAT (-10) : Unable to find End of Central Dir Record signature

SugarCRM OS 4.5.1b,c,d

Perhaps someone is having the same issue and found a solution; thanks!


~ Rustin

[MLCrane]

I'm always interested in looking what other people are doing however I must have more problems than the defination itself. Here's the error message I get when trying to install: Error: PCLZIP_ERR_BAD_FORMAT (-10) : Unable to find End of Central Dir Record signature

SugarCRM OS 4.5.1b,c,d

Perhaps someone is having the same issue and found a solution; thanks!


~ Rustin

All three downloaded and passed an integrity check for me. Haven't tried installing yet though.

Have you tried the "usual suspects" yet Rustin? (Different web browser,right-click and save as, different zip program, etc...)

[atheimer98]

I just created a forge project for the modules, I will post the link when it gets approved. Thank you for the feedback and
look forward to working with you!

[atheimer98]

Here is a link to the forge project, if you would like to join the project please clickt he request button and I'd be more than happy to add you.

http://www.sugarforge.org/publisher/?group_id=429

[stefano]

Hi, I really like your module and i'm trying to customize it. Just a few questions:

1) how can i switch currency to €
2) how can i format the table that comes out on the email
3) what exactly does "limit" mean; does it have any influece on calculation?
4) are any additional variables availble other than $quote_account, $quote_email_address,... you've already listed (i.e. $contact_last_name) ?

may thanks
stefano

[atheimer98]

1. I have never tested nor wanted to change the currency so I can't offer any help on that.
2. Formatting the table, great question, way back when I know I made changes to it so there's some file that you can edit which will affect the table comp.

3. Limit is a property of our products it doesn't affect pricing or tie into anything.

4. Here is the block of variables we use in our quote:

$quote_account
$quote_email_address
$quote_phone
$quote_contact_first_name,
$quote_products
$quote_notes

$quote_terms //displays the text from the terms box

$quote_notes //displays the text from the notes box

Pricing in this quote document is valid until $quote_valid_till.

Also, I believe the send by PDF does work but we never created a template for it. I'll see if I can find the original template document for that as well.