+44 (203) 695-03-80
« Back to List

Quotes

Quotes feature is available in Advanced Pack.

Quotes are specific group of products or services with their quantities and prices that you quote to customers.

Quotes has a relationship with Opportunity. You can add Quotes panel to Opportunity detail view at Administration > Layout Manager > Opportunities > Relationships. When creating a new quote linked to an opportunity it transfers opportunity items to the quote.

You can add Quotes panel to Accunt's detail view to be able to see related quotes. You can do it at Administration > Layout Manager > Accounts > Relationships.

Quote Items

Quote has a list of items. Each item can represent a certain product or a service with description, quantity, tax rate, list price and unit price fields. It's possible to sort items manually.

There is an ability to add custon fields for Quote Item entity using Entity Manager.

Templates

By default there are two available templates: Quote and Invoice. You can create new templates (Quotes list view > top-right dropdown menu > Templates) as well as edit existing ones.

For more precise editing it's recommended to use Code View mode.

You can print fields of Quote record as well as fields of related records by utilizing placeholders in your template.

Examples: {{accountName}} – Account name,

{{{billingAddressStreet}}} – street,

{{account.type}} – type of related Account,

{{assignedUser.lastName}} – last name of the assigned user.

If your line item is a product you can print product’s fields.

Examples: {{product.length}},

{{product.color}}.

Length and color are custom fields of Product entity in examples.

Looping through quote items:

<!-- {{#each itemList}} -->
  <td>{{order}}</td>
  <td>{{name}}</td>
  <td>{{quantity}}</td>
  <td>{{product.weight}}</td>
  <td align="right">{{listPrice}}</td>
  <td align="right">{{unitPrice}}</td>
  <td align="right">{{amount}}</td>
<!-- {{/each}} -->

It's possible to print image fields:

<img src="{{file imageId}}">

where imageId – the name of custom image field in Quote entity concatenated with the suffix Id.

For product line item:

<img src="{{file product.photoId}}">

To display float numbers (like quantity, unitPrice etc.) w/o fractional part (as integer) use following expressions (since version 4.8.3):

{{numberFormat quantity_RAW decimals=0}}

Custom formatting for currency values (since version 4.8.3):

{{numberFormat unitPrice_RAW decimals=2 decimalPoint=',' thousandsSeparator=' '}}

Value 10000.5 will be printer as 10 000,50.

To display text fileds (multiline) use triple braces: {{{description}}}.

Print to PDF

Quotes can be printed to PDF. This action is available in dropdown next to Edit button on the quote’s detail view. Then you will be prompted to select Template.

Email Quote

Quote PDF can be send in email as an attachment. Open quote record, click dropdown next to Edit button and the click Email PDF.

Automatic numbering

You can create a Number field via Entity Manager for Quote entity type. Administration > Entity Manager > Quote > Fields > Add Filed > Number. Then you need to place it in on detail view using Layout Manager.

The value will be incremented by every new quote. There is an ability to specify the next number as well as prefix.

Default tax

Available since EspoCRM 4.8.0.

  1. Specify default Tax record at Administration > Entity Manager > Quotes > fields > Tax > Default.
  2. Specify default tax rate at Administration > Entity Manager > Quotes > fields > Tax Rate > Default.

Invoices

Quote can be treated as an invoice if its status became Approved. Then Date Invoiced, Invoice Number fields show up. You can use different template for invoices for printing.