Hi,
I've been looking at implementing Quotes for our B2B service business but it's all based on Products with stock, part numbers etc.
We currently use Quotient, which includes descriptions under each line item, can this be replicated in Sugar?
Many thanks
Brian.
You can add quoted line items without using the Product catalogue by just typing a new name and click on "new quoted line item" or just "enter" without searching for a product:
Example:
Then add a new comment for including your text:
In this case I framed both entries, the service line item and the comment in a "group item" called services. So I can separate services from licenses for example:
Hope that helps!
Bests
Björn Canales Pfisterer
Technical Support Manager
provalida GmbH
You can add quoted line items without using the Product catalogue by just typing a new name and click on "new quoted line item" or just "enter" without searching for a product:
Example:
Then add a new comment for including your text:
In this case I framed both entries, the service line item and the comment in a "group item" called services. So I can separate services from licenses for example:
Hope that helps!
Bests
Björn Canales Pfisterer
Technical Support Manager
provalida GmbH
