VTiger Proposal & Doc/Form Designer + Electronic Signature
VTiger Proposal & Document Designer 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. VTiger Proposal & Document Designer lets you create sales documents, get electronic signatures, and automate your workflow all the while.
VTiger Item Details Customizer (Advanced)
VTiger Item Details Customizer (Advanced) is an enhanced version of our standard “VTiger Item Details Customizer” 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.
VTiger Custom Views, Screen Layouts, & Forms
It was designed to allow system administrators configure different views/layouts for any module. It is capable of configuring multiple views for trouble tickets, e.g “Repair Ticket” & “Support Ticket” and for both views, you can specify different sets of fields and only display the fields that apply to each type of ticket. (Supports all modules)
There is no limit as to how many views can be configured. It supports standard & custom fields/blocks.
VTiger Item Details Customizer (Quote, Invoice, SO/PO)
VTiger Item Details Customizer 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.
VTiger Payments is an Extension that enables users to quickly and efficiently record multiple payments against the Invoice. It includes an intuitive calculator capable of determining the payments based on Balance or the Total Invoice Amount 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.