MTS Line Items is a tool to help you link your products and services to the Opportunities module. With it you can easily track both products and services that a customer has bought. It also supports converting an Opportunity to a Quote, Contract, or Invoice for a customer. Works with exporting to PDF, sending an Opportunity as a PDF, etc.
Release Notes
[Version 1.1.0
- Support custom map fields to convert Opportunity to Quote, Contract or Invoice
!!! IMPORTANT: After upgraded to v1.1.0, Don't forget go to Admin area > Quick Repair & Rebuild > Scroll to bottom > Execute SQL in SQL Box.
[Version 1.0.0]
- Link product, service to Opportunity
- Print Opportunity as PDF
- Send Email as PDF
- Convert to Contract
- Convert to Quote
- Create Invoice to Account
- Custom for PDF Template popup to fit with SuiteP theme
Saving Comment...