VTiger has a “Quick Create” option for most of the modules, however the more complicated ones such as quotes, invoices, sales & purchase orders does not have that option. One of our customers goes through a lot of quotes daily and found themselves spending too much time creating quotes and requested for a solution. Usually it takes about 1-2 minutes to create new quote by filling out all fields, searching and selecting products/services and so on. To make this process a little easier, we created a new Custom Quote Form, which only contains 7 key fields (specific to their business) and the item details section was customized to show the head or each ‘item family’ with ability to select items from the dropdown as well as add new rows, set qty and price. In addition, as the quick quote gets saved, it runs multiple back-end processes to preset all the other fields and calculate the totals. To take it even further, we added ‘one click’ button that takes generated quote and puts it into their outlook email to be sent to the customer.
This customization is saving them 90 seconds per quote, meaning that it only takes 30 seconds or so to create and send it out.
That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.