by urdhvatech

Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.

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Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying.

You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.

Line Items can reference products/services in your Opportunity, which will pull through any price/cost/tax information already entered there from product module, although this can be overwritten if required. Alternatively, you can simply free type in a Line Description and all values.

Once opportunity converted to closed won. You can directly convert to quote from the Detail view of Opportunity. You will have a button called “Convert to quote”. It will carry forward all the line items from opportunity and set the default value of other fields in quotes based on opportunity.

Create Product & Service Line Item from Opportunity module.

Opportunity Line Item for SuiteCRM

Convert Opportunity to Quote right from the detail view of Opportunity

Opportunity Line Item for SuiteCRM Detail view buttons

Sample PDF Templates for a line item.

Opportunity Line Item for SuiteCRM Sample PDF Template

Generate PDF document from Opportunity's detail view.

Opportunity Line Item for SuiteCRM Detail View

Email PDF based on selected email template

Opportunity Line Item for SuiteCRM Print PDF popup

About Urdhva Tech

Urdhva Tech is a leading provider of SuiteCRM Consulting, Implementation, Training and Customization services located in Ahmedabad, Gujarat India.
At Urdhva Tech, we continuously endeavor to deliver world-class SuiteCRM Development services that help develop a competitive advantage for your business. We have amongst us, some of the best SuiteCRM Developers having sole experience of 7+ Years on SugarCRM, who can help you in streamlining business processes and reducing operational overheads. Our services are not only cost-effective but also best in terms of quality.

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