Hi all,
No bug or something like that, but more like a general question: in our company, we create 3 types of quotes. The quote type determines the kind of line items that need to be added on that quote. Let’s say:
Type 1 = Licenses
Add 3 lines: product A, product B, product C
Type 2 = Time & Material
Add 2 lines: Time, Material
Type 3 = Licenses + Time & Material
Add 5 lines: product A+B+C and Time+Material
I am thinking of 2 alternatives, but I don’t succeed (or now) how to set it up.
Option 1: Is there such a thing like “Quote template”? In that case, I would set up 3 templates and ask the user to start from this template (or “copy/paste”).
Option 2: Or should I do this by means of a workflow? In that case: are there any best practices on how to create line_items and line_item_groups, based on the creation of a quote (which fields need to be filled in, …?)
Thanks for any help! If you think there are good plugins to realize this: I’m open to any suggestion!