Bitrix24: Blogs
  • New Quote And Invoice Designer For Bitrix24

    Dmitry Davydov 15 December 2016
    MAKE Interactive, a Bitrix24 gold partner, has made a new app for the Bitrix24 CRM which lets you flexibly and attractively design quotes (or invoices) in your Bitrix24 Cloud service. Currently, the app is not available through marketplace and you need to contact MAKE Interactive directly for it.

    The compelling statement from one of our clients that asked for a service like this was that what you present to the customer, your quote, is often the first impression that the customer gets, since it is the first thing that they see with your logo and name on it. The pdf or printed invoice is the instrument of the most fundamental part of the relationship, payment for products or services.

    The existing quotes in Bitrix24 have limited flexibility. MAKE Interactive has solved this issue in an elegant way: by saving a .docx file in a special folder in the Drive, it becomes a template for your quotes. More than 1 template can be created and selected. After a quote is made in the CRM, it can be selected in the App’s page, and the information from the quote will go into the template.

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    The macros in the template are based on the name of the field with a “$” and curvy brackets; in our example, ${BEGINDATE} is the quote’s date and ${ASSIGNEDBYID} is the person who created the quote. Custom quote fields are supported, but there will be some cases where a custom template needs to be constructed with the assistance of MAKE Interactive.

    Note that any amount of text: terms of use, special conditions, legal disclaimers, etc. can be added easily and in the format that you want.

    Here is a picture of a sample quote template:

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    Here is a comparison of the table in the template vs. the table in the quote.

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    Generated quotes are saved in a folder in the Drive.

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    And the titles of the quotes can reflect the template used or other parameters:

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    Tags: CRM, CRM Quotes, invoice
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