The plugin is configurable, where you can define how many characters to show on the preview, set cut off variables, remove line breaks - essentially, everything you would need to see email communication at a glance.

The post Email/Conversation View – Extension for VTiger appeared first on VTiger Experts.

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.

For example, if your staff travels a lot and you want to track all the expenses (flight, hotel, etc..), you could do that by simply creating a custom "Travel Expenses" module (using Module Builder), configure Travel Expenses module fields i.e cost, quantity, description and map into the invoice item details. Finally, all the expenses logged would be visible on the invoice and available for you to include them on the customer's invoice.

You may also have expenses such as "Additional Parts or Materials" used on the job (Ticket, Order) and could easily configure those to be added onto the invoice with just few clicks.

The post Custom Expenses appeared first on VTiger Experts.

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) 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.

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.

It is build to boost the efficiency & accuracy which can be achieved using the Calculator and the built-in shortcuts (Balance Amount, Quick Editing, Scheduling Payments, etc.). In addition, it supports workflows that allow reminders and notifications to be setup for the client and the accounting department.

The post Payments appeared first on VTiger Experts.

It's intuitive configuration panel is carefully build to allow each Sales Stage to be categorized e.g (Pipeline, Best Case, Committed, Closed, etc.) and Opportunity Type e.g (New Business, Resale, etc.) for more accurate forecast. It also includes ability to specify Targets for each Team/User, and configure periods and personalized dashboards. Thus, you will be able to specify the dates such as range, months, quarters as well as number of periods to be displayed.

The post Sales Forecast appeared first on VTiger Experts.

Advanced Item Details Extension for VTiger comes with an intuitive user interface which with which you can add & merge fields, as well as format the section using rich text editor.

The post Advanced Item Details Extension for VTiger appeared first on VTiger Experts.

Product & Service Lookup for VTiger 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.

The post Product & Service Templates appeared first on VTiger Experts.