Is anyone using Quotes for Services instead of Products?

Thanks Björn, is there a way to save a description/comment with a line item so that we don't have to type it in each time?

For example, select a product or quoted line item and have the description automatically appear...

Thanks Björn, is there a way to save a description/comment with a line item so that we don't have to type it in each time?

For example, select a product or quoted line item and have the description automatically appear...

Well, you can set up a product catalogue item by just filling out the fields you need. Also you can remove most of the fields that are not necessary with the studio from the views and create custom pdf templates to only include the fields you want to be in and add custom fields you may need instead

This enables you to run reports on "service product" base like how many service days are in my pipeline etc.

It can be a bit tricky to display services with a standard product catalogue especially when you have no "list price" (what if a customer signs a contract with higher prices? Give negative discount? -> out of the box solution: Set up the service product without list price and type it in on create a quoted line item manually)

And if the name product irritates, just rename the module to services (and all the ~70 other labels that includes the word "product") via admin/studio.

Last but not least, if standard customisation abilities does not fulfill your needs approach SugarCRM Support or a SugarCRM Partner for assistance :-) 

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH