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 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.
Multiple actions on detail view:
- Convert to quote
- Print as PDF
- Email PDF
- Email Line Item
- Create Contract
- Convert to Invoice
Create product & service Line Item from Opportunity module.
Convert Opportunity to Quote, Contract, Invoice right from the detail view of Opportunity
Sample PDF templates for a email PDF or email Line Item.
Generate PDF document, email PDF or Email line item from Opportunity's detail view.
Email PDF based on selected email template
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.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Line Items Sortable
This package makes Product Line Items and Service Line Items sortable in Contracts, Quotes, and Invoices modules for SuiteCRM.