Quotes – VTiger Experts

VTiger Mobile App

VTExperts — Thu, 06 Feb 2020 12:56:53 +0000

Modern day business environment requires your customers to be updates on the go. That is why we developed VTiger mobile app for our clients, using this app you can access several different functions at your mobile devices.

This app allows to perform different function on records e.g. creating record, editing record etc. It enables you to check what are the recent comments made on your VTiger. In addition to that you can access notification centre through mobile app as well. This app is simple but incredibly unique and helps you to get job done

The post VTiger Mobile App appeared first on VTiger Experts.

Easy Item Lookup

VTExperts — Wed, 04 Jul 2018 14:14:12 +0000

Easy Item Lookup Extension for VTiger was designed to significantly increase the efficiency when adding products & services to the invoices/quotes/sales & purchase orders. We applied a method that is very similar to any online shop, where you select your category and items reload based on the category selected. It supports up to 3 "category" fields, meaning, that you can narrow down your search by any picklist field on product/service (category, sub category, manufacturer, type, etc..). It also supports filter by vendor, which works exactly as the category filter.

In addition, to the easy lookup, you can also search the product/service by name, part number or any other field on the list (similar to standard vtiger functionality). Special filtering options such as A-Z, In Stock Only, Bundles Only, Inactive are also available.

On top of that, you can adjust Quantity and Price (on the popup) before the item gets added or even after (qty/price will update automatically on the record).

Easy Item Lookup is by far one of the most important extension you should have if you do any work with Quotes, Invoices, Orders or Purchase Orders.

The post Easy Item Lookup appeared first on VTiger Experts.

Timesheets (Employee Time Log)

VTExperts — Wed, 31 Jan 2018 18:12:44 +0000

Timesheets is an extension for VTiger designed to elegantly track employee (user) time, with ability to visualize it. It supports custom periods, where you can adjust the length of the period to fit your business. In addition, periods can be locked to prevent any further modifications. It's simplistic design, makes it extremely easy to log the time and specify the reason, description as well as associate it with an existing record in vtiger.

It supports imports and exports (only for admins) as well as automatically calculates totals for the period and displays them in a very easy to understand manner. Timesheet extension can potentially be used to do payroll or track contractors.

The post Timesheets (Employee Time Log) appeared first on VTiger Experts.

Document Designer

vte — Sun, 10 Jul 2016 18:44:15 +0000

Proposal & Document Designer for VTiger is the ultimate sales tool for document automation. We extend the power of your CRM and give you everything you need to turn your leads into clients and close deals faster.

No need to switch between word processors, CPQ tools, e-signing apps, and your inbox. Proposal & Document Designer for VTiger lets you create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow all the while.

It can be used to create versatile content like extensive proposals, quotes, invoices, sales orders, surveys, feedback forms, update return forms (e.g. ask a user to fill in a form via email. When he/she does, the relevant database at VTiger CRM will be updated), ads, subscriptions and lot more.

*This extension has an additional page, which includes multiple demos, screenshots and detailed feature descriptions + examples. Please click here to go to detailed page.

The post Document Designer appeared first on VTiger Experts.

Item Details Customizer (Advanced)

vte — Mon, 30 May 2016 19:34:36 +0000

[button title="IMPORTANT: SPECIAL INSTRUCTIONS TO UPGRADE THIS EXTENSION TO 7.0" link="https://www.vtexperts.com/vtiger-item-details-customizer-advanced-upgrading-vtiger-7/" target="_blank" align="" icon="" icon_position="" color="" font_color="" size="1" full_width="" class="" download="" onclick=""]

Item Details Customizer (Advanced) for VTiger is an enhanced version of our standard "Item Details Customizer for VTiger" which allows users to customize Item Details (Product/Services) for Quotes, Invoices, Sales & Purchase Orders. Users can also specify new formulas for each column as well as customize formulas for Totals.

It is completely flexible and allows multiple layouts of item details section for Quotes, Invoices, Sales & Purchase Orders. Compatible with PDF Maker.

*This extension has an additional page, which includes multiple demos, screenshots and detailed feature descriptions + examples. Please click here to go to detailed page.

The post Item Details Customizer (Advanced) appeared first on VTiger Experts.

Item Details Customizer

vte — Thu, 21 Jan 2016 21:05:42 +0000

Item Details Customizer for VTiger is programmed to allow users to add custom columns/fields to Quotes, Invoices, Sales/Purchase Orders Item Details section (Products/Services). It supports standard & custom fields as well as all the types (Picklist, Multi-Select, Date, Checkbox, etc..).

It enables to reorder existing Item Detail columns and set the custom columns as mandatory & pre-fill from the product/service fields. Upon record conversion e.g Quote > Invoice, the custom columns will be transferred properly.

The post Item Details Customizer appeared first on VTiger Experts.

Predefined Quote/Invoice/Order Templates Extension for VTiger

vte — Sat, 24 May 2014 20:51:32 +0000

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.

The post Predefined Quote/Invoice/Order Templates Extension for VTiger appeared first on VTiger Experts.