Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes:
- Pre-filled Project Name (with subject)
- Option to select Project Start/End Date
- Option to exclude products/services (by default, all products/services get automatically checked/included)
- Option to set Project Task Start/End Date
When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.
You can also auto-fill additional data from quote/invoice/order to project. This would have to be done by creating simple workflow (executed when project gets created) and configure it to auto-fill/set required fields. (Same method applies to auto-filling product/service information to project task or setting default values).
Questions? Suggestions? Please send us an email at help@vtexperts.com or fill out the contact form.
Extension customization is available upon request.
Here are some of the key features that make our extension unique.
- Interactive & easy to use interface
- Includes Conversion Wizard (select products/services + start/end date for project/project tasks)
- Convert Quote into Project (+project tasks)
- Convert Invoice into Project (+project tasks)
- Convert Sales Order into Project (+project tasks)
- Convert Purchase Order into Project (+project tasks)
- Supports Project Tasks (based on services/products – project tasks will be created)
- Creates custom relationship between Project and Quote/Invoice/Order
- Module Manager Compatible
- Available on VTiger Marketplace
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/converttoproject/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/convert-to-project (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
Convert Quote/Invoice/Order To Project Extension For VTiger – New Release November 30, 2018 - Quotes, Invoices, Sale Orders, and Purchase Orders are extensively used modules in VTiger. Every company deploys them according to their own requirements as well as the laws of their area/country. But most of companies create Projects on the basis of the payments, processed by these modules. Why shouldn’t we directly convert a quote, invoice, sales order, or purchase order to a project? This would save lot of time, manual effort, as well as decrease the probability of error in the process. A new extension is available – Convert Quote/Invoice/Sales Order/Purchase Order to Project to do the job. It enables to convert one of those records and directly create a project out of them. Once installed and configured, the extension adds a button to the Quote/Invoice/Sales Order/Purchase Order. Open a record, click the button, and map the information to new project with just few clicks. All of the info… Read More
Convert Purchase Order To Project In VTiger 7 October 12, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropriate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Purchase In purchase order, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the purchase order. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More
Convert Sales Order To Project In VTiger 7 October 5, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropriate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Sales Order to Project In sales order, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the sales order. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More
Map Data From Quote/Invoice/Order To Project In VTiger 7 October 2, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Quote/Invoice/Order to Project In quotes, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the quote. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Convert Quote To Project In VTiger 7 September 26, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Quote to Project In quotes, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the quote. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More
Convert Invoice To Project In VTiger 7 September 20, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Invoice to Project In invoice, click "Convert Project" button. The project name will be pre filled. You can add the start date. Add Products and Services. Once you click save the project will be automatically created. You can see the project is associated with the invoice. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreRelated products
Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes:
- Pre-filled Project Name (with subject)
- Option to select Project Start/End Date
- Option to exclude products/services (by default, all products/services get automatically checked/included)
- Option to set Project Task Start/End Date
When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created.
You can also auto-fill additional data from quote/invoice/order to project. This would have to be done by creating simple workflow (executed when project gets created) and configure it to auto-fill/set required fields. (Same method applies to auto-filling product/service information to project task or setting default values).
Questions? Suggestions? Please send us an email at help@vtexperts.com or fill out the contact form.
Extension customization is available upon request.
Here are some of the key features that make our extension unique.
- Interactive & easy to use interface
- Includes Conversion Wizard (select products/services + start/end date for project/project tasks)
- Convert Quote into Project (+project tasks)
- Convert Invoice into Project (+project tasks)
- Convert Sales Order into Project (+project tasks)
- Convert Purchase Order into Project (+project tasks)
- Supports Project Tasks (based on services/products – project tasks will be created)
- Creates custom relationship between Project and Quote/Invoice/Order
- Module Manager Compatible
- Available on VTiger Marketplace
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/converttoproject/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/convert-to-project (Will open in new window)
For assistance or any questions - please contact us via help@vtexperts.com.
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There are no reviews yet.
Convert Quote/Invoice/Order To Project Extension For VTiger – New Release November 30, 2018 - Quotes, Invoices, Sale Orders, and Purchase Orders are extensively used modules in VTiger. Every company deploys them according to their own requirements as well as the laws of their area/country. But most of companies create Projects on the basis of the payments, processed by these modules. Why shouldn’t we directly convert a quote, invoice, sales order, or purchase order to a project? This would save lot of time, manual effort, as well as decrease the probability of error in the process. A new extension is available – Convert Quote/Invoice/Sales Order/Purchase Order to Project to do the job. It enables to convert one of those records and directly create a project out of them. Once installed and configured, the extension adds a button to the Quote/Invoice/Sales Order/Purchase Order. Open a record, click the button, and map the information to new project with just few clicks. All of the info… Read More Convert Purchase Order To Project In VTiger 7 October 12, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropriate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Purchase In purchase order, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the purchase order. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Convert Sales Order To Project In VTiger 7 October 5, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropriate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Sales Order to Project In sales order, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the sales order. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Map Data From Quote/Invoice/Order To Project In VTiger 7 October 2, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Quote/Invoice/Order to Project In quotes, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the quote. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Convert Quote To Project In VTiger 7 September 26, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Quote to Project In quotes, click “Convert Project” button. The project name will be pre filled. You can add the start date. Add Products and Services. Project will be automatically created. You can see the project is associated with the quote. For further help, contact us on help@vtexperts.com. We’ll be glad to be of service. Read More Convert Invoice To Project In VTiger 7 September 20, 2018 - Extension for VTiger designed to convert Quote/Invoice/Order to Project. It comes with intuitive conversion wizard/popup includes: Pre-filled Project Name (with subject), Option to select Project Start/End Date, Option to exclude products/services (by default, all products/services get automatically checked/included), Option to set Project Task Start/End Date When the project gets created, it will automatically create project tasks as well. Each project task will get associated with appropiate service/product. Project will get associated with quote/invoice/order from which it was created. How to Convert Invoice to Project In invoice, click "Convert Project" button. The project name will be pre filled. You can add the start date. Add Products and Services. Once you click save the project will be automatically created. You can see the project is associated with the invoice. For further help, contact us on help@vtexperts.com. We'll be glad to be of service. Read MoreInformation
Compatible
Required VTiger Version
7.0 or higher
Support (Included)
- Ioncube & PHP SOAP (hands-on)
- Install & Setup (hands-on)
- Meeting Server Requirements
- Assisting with any issues related to plugins
Labels
Collaboration, Productivity, Project Management
Includes
Privacy and License Agreement
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