Hi everyone !
Back with a new question today 
In SuiteCRM8, I have for example, 3 types of quotes.
These 3 quotes are containing always the same number of goods and services.
I would like to know if there is a way to create these “3 quotes template” and choose a template when I create a quote ?
For now, I have found a workaround by create a quote to be my model and create a new quote by duplicating this quote. This works but is not “intuitive” for people…
Do I miss something ?
Thanks:)
Xavier
Hello Xavier,
yes, that should be working out of the box.
If you create those 3 templates in your PDF Template module, all for the module Quotes, you’ll have to choose which template you’re aiming for, before you generate the PDF.
Hi Bastian,
No, this is not for the PDF templates, but the quotes itself !
I need this when I create a new quote, not if I ask to print the quote as pdf
Best,
Xavier
There is no such feature as a pre-populated quote template. Your best bet is to create three quotes from which to duplicate from. Sounds like you’re already doing this.
Of course anything is possible with custom development, but it would be quite complicated, I think you’d need some kind of JS popup before quote template loads, then a process_record hook to pre populate the quote record after it loads based on what’s selected in the popup.
Ah, I see.
How about creating a quote barebone (with just the required fields and a quote type select list and then save it.
A workflow checks the quote type, populates the correct standard values.
Then you’d edit the quote again and fill in the rest of the data.
Otherwise probably like Paul wrote already, with custom development:
This would be an option to start from.
Thanks for all your answers and ideas
I have to think about this…
Xavier
