Product specs in quotes

💬 General Discussion
1

Hi,
We are a company mainly selling hardware (pc, servers, etc) We would realy like to use suitecrm to automate the quoting procedure a bit. We currently use a table to display the specs of the products to our client (Example below). Question is how do we do that in suitecrm ?

Thank you

Dell Optiplex 7050ΜΤ

Brand DELL
CPU Core i5-7500 (3.40GHz)
os Windows 10 Pro GR 64-bit
MEMORY 8GB
VGIA Intel HD Graphics
HDD 256GB / SSD
BOX Mini Tower
CPU BRAND INTEL
Chipset Intel Q270
MEMORY TYPE DDR4 - 2400MHz
OPTICAL DRIVE DVD-RW
FLOPPY No / No
WARRANTY 60
WARRANTY TYPE On Site - Repair Next Business Day

2

Hi,
You can use the SuiteCRM default product module and modify it to add the company information. And you can use the default category module to explain the specification of your product…

Thanks

3

That won’t work. As it does not display all content.

The only way this could work is if the product Description could have a wysiwyg editor and add a table there.
Is this possible?

4

Yes.
We can make a description field to appear like an Editor.
But if you create custom fields with drop-down option. That is more suitable. Because you can search the records based on these values. And it can also help in reporting.

Thanks

5

Hi,

Can you explane a bit more ?

6

Simple.
I.e
Create a field

CPU Type
Dropdown options = doul core, quard core, i3,i5

RAM Type
Dropdown options = ddr, sdr

RAM
Dropdown options = 1gb, 2gb,8gb

And so on so on

For all the required specification you can define a specific field with pre defined drop-down options.

So later on, you can search your products easily by RAM Type and based on other fields value from advanced filters and you can also create the reports easily as well.

Thanks