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Thread: Making Product Packages inside SugarCRM

  1. #1
    manarya42 Guest

    Exclamation Making Product Packages inside SugarCRM

    Hi I am a newbie for Sugar.I am using a Sugar Professional On Demand ie cloud hosted. What I am looking for is to create a product package which I can add in my quote module to send out in a contract to my customers( I use docusign for contract management). Using Line Items allows me to add individual products but I want to add whole packages and want to remove or add products from it as per customer requirement.Like I have ten items in package A but a customer wants Package A plus a product or minus a product, I am able to do that each time for different customers from inside CRM.
    Plus I would also like to have the order that goes in the contract to be accessible in some module or place not as individual product snapshots in product module as I am in a product service industry so I want them added as a task or in a to do list.What I mean is that the ordered products should be listed under the customers details.

    Is it feasible in SugarCRM Professional On Demand? Friends I need help !

  2. #2
    jmertic's Avatar
    jmertic is offline Sugar Community Manager
    Join Date
    Dec 2007
    Posts
    3,996

    Default Re: Making Product Packages inside SugarCRM

    There is a DocuSign module for Sugar, if that is what you are looking for...

    SugarForge: DocuSign for SugarCRM: Project Info
    John Mertic
    Sugar Community Manager

  3. #3
    manarya42 Guest

    Default Re: Making Product Packages inside SugarCRM

    Quote Originally Posted by jmertic View Post
    There is a DocuSign module for Sugar, if that is what you are looking for...

    SugarForge: DocuSign for SugarCRM: Project Info
    I have already integrated that module and it works fine.My problem lies before the docusign starts to work.

  4. #4
    gdeodhar Guest

    Default Re: Making Product Packages inside SugarCRM

    This enhancement will be considered when Quoting module is enhanced. The user experience to include / exclude product bundles and products on the Quote will be enhanced to ensure ease of use.

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