We are currently using SuiteCRM 8.1.3
I understand the workflow of creating a quote for a product or service and linking it to an account. In this first scenario the amount quoted would be the amount invoiced. The job or service would then be complete.
However I also wish to quote for a service (monthly price) and then invoice that service each month for twelve months - scenario 2. I can see a contracts module but its functionality is not described in the user guide - its omitted.
You can create a “PDF Template” with type contract however there is not a contract load sample to base a design on. But in the contracts module you can print a pdf. What does or can it print ?
What would be the workflow in scenario 2 ? Create a quote for the monthly price and link it to a contract. And each time you create an invoice that would be linked to a contact which is linked to an account ?
Has anyone successfully implemented scenario 2 workflow and how did you do it on version 8.x ?