5 VTiger Extensions To Enhance Quotes And Invoice Generation
At VTExperts, we try our best to provide you complete CRM solutions. And it cannot be accomplished without focusing on the accounts department. So we created several extensions that will be extremely helpful in creating quotes and invoices more efficiently.
VTiger Product & Service Lookup
This extension for VTiger is specially designed to enhance the output of sales documentation including Quotes, Invoices, Sales, and Purchase Orders. You can manually submit the Part Number, Category, Product Description or any other field that you configure to be the search field for Products/Services and see the results without opening the popup. Also, you can specify separate result fields including price, description, or again, any standard or custom VTiger field.
VTiger Product & Service Lookup eliminates the need for the extra click (popup) and increases the efficiency and accuracy of adding Products or Services to the Quote, Invoice, Sales, or Purchase Order.
For live demo, video guide, real-time screenshots, and pricing information visit the Extension page.
Spotlight Features:
- Perfectly works with Quotes, Invoices, Sales Orders, and Purchase Orders
- Specify unlimited number of Service or Product Search Fields
- You can state which fields should be displayed in the result section
- Works with Standard & CustomProduct/Service Fields
- Comes with predefined configuration including Part Number, Product Number, Category, and Service Number
- Flexible Configuration panel giving you the control over different settings for each module
- Does not modify core files – 100% Modular
- Available on VTiger Marketplace
VTiger Predefined Quote/Invoice/Order Templates
If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this extension is for you. VTiger Quote/Invoice/Order Templates is powerful yet simple tool with which you can define products/services that can be reused on the quote/invoice/order at any time.
Creating VTiger Quote/Invoice/Order Templates can be created with simply a single click. Plus, you can define the items and select the predefined template when creating a record.
For live demo, video guide, real-time screenshots, and pricing information visit the Extension page.
Spotlight Features:
- Supports Quotes/Invoices/Orders
- Design as many Quote/Invoice/Order templates as you need
- Assign templatesto individual VTiger Users
- Description/QTY/List Price/Discount are parts of the pre-defined items
- Ability to “Lock” the price or use the latest
- Shipping & Tax information/mode can be pre-configured
- Compatible with VTiger Products & Services
- Super user-friendly with efficient design
VTiger Price Markup
Do you want to keep tabs on prices? Will it be helpful if you can make calculations in real time? It’s challenging to create quotes and add your own cost to it. Over or under-bidding can lose you customers. VTiger Price Markup extension solves exactly this problem and does even more.
With VTiger Price Markup you can create a quote, add in your percentage right off the top to make sure you are competitive yet covered and not losing money.
You can also customize the fields to markup the prices on either a single product or an entire line of products. So you can keep up with any modifications in price as you required on invoices, orders to or from customers, and quotes.
Integrating this extension with our PDF maker will let you print out your invoices, order forms, and quotes with the marked up price on the page.
For live demo, video guide, real-time screenshots, and pricing information visit the Extension page.
Spotlight Features:
- Calculates Markup on the spot in real time
- Add the required percentage to quotes
- Ability to configure global markup (for a complete transaction) or an individual product’s
- Compatible with Invoices, Quotes & Sales Orders
- Supports Product & Service Price Markup (%)
- Integrates with PDF Maker and prints the Markup/Totals
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger Multi Discounts
So you can configure Markup with the above discussed extension, cool. Here comes another similar extension for VTiger CRM, and it is to apply discounts. VTiger Multi Discounts is the easiest way to apply customized discounts based on your criteria (percentage or amount). In addition, you can add up to 10 discounts for each Product/Service as well as apply it to the entire quote.
This way, you can immediately see the discounts and adjust them as necessary in real time. So there is no need to go through the hassle of any complicated process or calculating and applying a sale manually. Because providing you a smoother VTiger experience is our aim.
For live demo, video guide, real-time screenshots, and pricing information visit the Extension page.
Spotlight Features:
- Apply discounts on up to 10 individual products or on an entire quote (transaction level)
- Displays discounts in an easy to understand format
- Supports both multi percentage& dollar amount based discounts
- User friendly configuration panel to configure multi types and number of discounts
- Compatible with PDFMaker to take print outs
- Works with Quotes, Invoices & Sales Orders
- Module Manager Compatible
- Available on VTiger Marketplace
VTiger Profit Calculator
And finally, the calculations! VTiger Profit Calculator helps you figure out possible profits on Quotes, Invoices, and Sales Orders. It calculates the profits using the Product/Service Cost field. You can also adjust costs and apply discounts. The extension will calculate the potential profit even before saving the record.
Moreover, the profit is stored in a standard field which is helpful in reporting. The extension also enables the properly converted record to purchase order, carrying over correct product cost.
For live demo, video guide, real-time screenshots, and pricing information visit the Extension page.
Spotlight Features:
- Displays Profits (Total/Per Item) on Quotes/Invoices and Sales Orders
- You can see costs (Total/Per Item) on Quotes/Invoices and Sales Orders
- Automatically creates cost field on Services & Products under the name “Our Price”
- Converts to Purchase Order caring over the costand not the list price
- Compatible with Products and Services
- Supports PDF Maker
- Module Manager Compatible
- Available on VTiger Marketplace
