10-15-2014 03:52 AM
My client wants to manage the Quotes. In the following manner
1. Quote Number to be generated automatically.
2. He wants to know the list of Quote generated on a given day.
3. He has to know who has updated on which day.
Please let me know if you have any addons for this, because i tested Exponencial addons but not able to get the above mentioned result or else this can be acheived with some field creation. Suggest me.
Thanks & Regards,
Head - Business Development,
New No.36, Old No.32, 2nd Floor,
Sriram Nagar Colony, (Opp)CLRI,
Tharamani, Chennai - 600113.
Mobile : +91 9790924330
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Website : www.zensys.in
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10-15-2014 04:01 AM
Both the Exponenciel product and Seamless Opportunities (http://seamlesscrm.co.uk/) produce automatic quote numbers.
I don't know of any system that shows you a list of the actual Quotes (i.e. the printed or electronic document sent to the client). However the Opportunities list can show you a list of Opportunities generated on a given day, and who edited them. by adding the opportunity Create Date, Edit Date, and Last Edited By fields to the Opportunities list view.
10-15-2014 11:19 AM
10-15-2014 09:41 PM
Quote werks will not suit them because they don't have a complex price list or component selection. They just need a document manager kind of add on.
10-16-2014 06:52 AM