vtiger

[chriddo]

I am a daily user (and a fan) of Vtiger and I have followed the development of how to produce Quotes and Invoice in Vtiger. Although I am impressed by the efforts put into this, the function is not ready yet to seriously integrate into a business.

I simple and flexible solution would be to be able to merge the Quotes/Invoice fields into a Word or RTF file. This way the user can easily design the Quotes/Inovice layout according to his/her wishes.

I would very much like to hear if someone can estimate the time it takes to make such a merge function.

It would also be interesting to hear comments to this topic.

[Guest]

This would be the gratest improvements of all.
We need a possibility to select from different invoice templates and to edit the design as easy as possible. Is there something in the way to integrate this in the next release?
Thanks.

[chriddo]

:o I am surprised that this feature has not got any more attention!

A lot of work has been done into finalising the Quote/Invoice modules and this is good, but not yet fully working.

There will ALWAYS be someone who has specific requests in layout or other matters and with this simple-to-integrate feature one would have a 100% working solution in no time.

[Guest]

It would be nice to hear some words from the developers about that.
In my opinion this function is more important than any other. If this doesn`t work properly we can not use Vtiger. The invoice function is the main advantage comparing to other CRM.

Thanks for the great work.

[Guest]

Anybody out there?

[chriddo]

If the quote and invoice feature are important features that just need to work for everyone. Why is not then this simple quick fix implemented?

Let's discuss this and spread the message.

[829]

I would like to be able to create an invoice from helpdesk tickets.

[mickie]

Dear Team,

we can understand your situation. But as of now we cannot take this up because already we have hands full. we will take up this Mail Merge functionality in post 5.0 GA (ticket in trac => http://vtiger.fosslabs.com/cgi-bin/trac.cgi/ticket/1411)
Please bear with us in the mean time.
Thanks & Regards
Mickie

[chriddo]

Thank you Mickie!

This feature will for sure be a appreciated a lot and according to me a feature that Vtiger should market in their main "feature list".

Thank you for your excellent work!

[Sheder]

Hi,

any news about this?
The merging is great and I don`t see the necessity why there is a merge functionality for Leads, Organisation, People and Tickets but not for Quotes and Invoices. Instead of merging you use a PDF generation script wich can not be edited without deeper PHP knowledge.
If you add MS-Word merging for quotes and invoices, Vtiger will become the ultimate CRM in my opinion. I don`t know any other CRM (open source or commercial) wich offer this.
You will be able to generate as much templates for Invoices/Quotes (in different languages for example) as you want and you will be able to edit it easily to fit your needs.

Thanks for your hard work.

Sheder