Quote/Invoice/Order Templates for VTiger is powerful yet simple tool that allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you.
With merely a single click, you will be able to create a Quote/Invoice/Order Templates for VTiger, define the items and select the predefined template when creating a record.
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Here are some of the key features that make our extension unique:
- Unlimited Quote/Invoice/Order templates
- Supports Quotes/Invoices/Orders
- Templates can be assigned to individual VTiger Users
- Compatible with VTiger Products & Services
- Description/QTY/List Price/Discount as part of the pre-defined items
- Ability to “Lock” the price or use the latest
- Ability to pre-configure Shipping & Tax information/mode
- Super user-friendly & efficient
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.VTExperts.com/pstemplates/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.VTExperts.com/pstemplates/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/quoteinvoiceorder-templates (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Predefined Quote/Invoice/Order Templates Extension for VTiger
Create Product/Service Bundles In VTiger 7 February 14, 2018 - Quote/Invoice/Order Templates extension allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you. How to Create Product/Service Bundles Go to the "Menu" and select "Product and Service Templates". Click on the "+Add Template" button to create a new Template. Add "Template Name" and select "Module". Now add "Products and Services" and click on the save button.  Here you can see while creating a quote you can add "Product/Service Bundles".  For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreRelated products
Quote/Invoice/Order Templates for VTiger is powerful yet simple tool that allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you.
With merely a single click, you will be able to create a Quote/Invoice/Order Templates for VTiger, define the items and select the predefined template when creating a record.
.
Here are some of the key features that make our extension unique:
- Unlimited Quote/Invoice/Order templates
- Supports Quotes/Invoices/Orders
- Templates can be assigned to individual VTiger Users
- Compatible with VTiger Products & Services
- Description/QTY/List Price/Discount as part of the pre-defined items
- Ability to “Lock” the price or use the latest
- Ability to pre-configure Shipping & Tax information/mode
- Super user-friendly & efficient
We provide a unique demo instance for all our extensions. Each demo instance is pre-configured to only show features available for the specific extension. It is likely that some of the standard vTiger modules have been disabled to make the demo more user friendly.
VTiger 7 Demo
Please use credentials below to access the demo.
- Link: http://demo7.VTExperts.com/pstemplates/index.php (Will open in new window)
- User: demo
- Pass: demo
VTiger 6 Demo
Please use credentials below to access the demo.
- Link: http://demo.VTExperts.com/pstemplates/index.php (Will open in new window)
- User: demo
- Pass: demo
If you are not able to access the demo or find an issue - please send us an email at support@vtexperts.com or via contact form.
All extensions come with an extensive user guide, which includes setup instructions, suggestions as well as usability tips. Please click the link below to access user guide for this extension.
User Guide: https://www.vtexperts.com/helpdesk/quoteinvoiceorder-templates (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
3 reviews for Predefined Quote/Invoice/Order Templates Extension for VTiger
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This is one of its kind
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Love it! dont have anything more to say
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never though i could find such customization for vtiger. great tool to design invoice templates
Create Product/Service Bundles In VTiger 7 February 14, 2018 - Quote/Invoice/Order Templates extension allows you to define products/services which can be reused on the quote/invoice/order at any time. If you often find yourself creating the same quotes/invoices/orders or adding the same set of items over and over again, this will be a huge time saver for you. How to Create Product/Service Bundles Go to the "Menu" and select "Product and Service Templates". Click on the "+Add Template" button to create a new Template. Add "Template Name" and select "Module". Now add "Products and Services" and click on the save button.  Here you can see while creating a quote you can add "Product/Service Bundles".  For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreInformation
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Joel (verified owner) –
This is one of its kind
Quan (verified owner) –
Love it! dont have anything more to say
Ray (verified owner) –
never though i could find such customization for vtiger. great tool to design invoice templates