I need to add a text line in a offer/proposal without any price or number like in this example:
Productline A with several lines of A descrption 1 500 500
(Text that i would like to add between two products:happy:
Productline B with several lines of B descrption 1 500 500
How can I add such a line of text (above written in bold) between products or services in a offer / proposal?
Generate two separate proposals? One with A and another with B and let the customer choose?
This would be a workaround, you are right.
Sometimes it is easier to compare products if you see the available options directly for every product then look on another sheet.
Hello,
Yes many Sales Managers use Optional lines of products/services too provide customer with more qualified suggestions. It will be great for Dolibarr to have this opportunity for Proposal module. The idea is to have lines with “optional” mark and to list only UP and QTY without including the price in the total of the Proposal. After confirmation from the customer - when closing the offer there have to be question - “Convert optional to valuable products/services?” . If the customer accept optional products/services - Dolibarr have to calculate this lines in a total of the Proposal and after that converting Proposal -> Customers Order to include optional lines in regular lines. If the customer don’t want options Dolibarr have to remove optional lines when converting Proposal -> Customer order.
I made such workaround for the moment with Extra fields for lines and using .odt templates with embedded previously saved macros, but really its little bit strange for users to work with ERP and to reach required final result by using external office tools.
Always on your disposal for any further comments developing such feature.
Hello,
sorry for bringing up that old thread - but has there anything changed within the last 9 years?
I was not able to find anything like that - but I would really need such a feature.
Thank you!
