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 !