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Custom field in sales quotation


#1

Not sure if ‘sales quotation’ is the right word, since I use Manager in the Dutch language.
But I can add a custom field in sales quotation, but I can’t use a view template to show this extra field in the sales quotation.

I need this cause when I send a sales quotation to a customer, there has to be a signature area at the bottom of the sales quotation to make the agreement.

Will this be possible?


#2

Sale quote is just for quoting the client. Once the client has accepted, you can issue them with a sales order which will contain their purchase order number and there is an area there that they can in. I have not used the sales order yet, because I am waiting for the quotes and orders statuses to be implmented before I start using the sales orders.

But I think that this should do what you want it to do.


#3

It’s not yet possible to modify sales quotes using HTML but before that, I’m going to add support for custom fields to be optionally visible on sales quotes.


#4

Hi, I know this is a bit out there, but is it possible to include images in sales quotes? or would that be a possibility?


#5

Images of products?


#6

yes images of products


#7

This is not currently possible for a few reasons. I think the easiest way to support this would be through custom fields but this feature is not sophisticated enough to allow for images yet. You can ask again in 2-3 months as there are always some improvements to custom fields in the pipeline.


#8

Thank you