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Use Workgroups/Projects as an umbrella for more Entities, Relate Deals/Quotes/Invoices to Projects
Author: Valentin Grigoryevskiy. Use Workgroups/Projects as an umbrella for more Entities. It is a bit strange that Activities can be related to a Project, but Deals/Quotes/Invoices cannot. Projects are a very cool thing when you have few of them and you need to manage access for team members.
Modified: 08/25/2017
Quotes - Can't see the funnel or any graphs based on quote stages, After defining a few stages for my quotes, can't create a funnel.
Автор: Jose Rodrigues. Hello all, I've defined a few stages for my quotes but can't see how to use these like we do with deals ... funnel, graphs, analytics. Can anybody help?
Tags: Quotes
Modified: 08/16/2016
Developing an app to format Quotes
Author: Noah Vito. Hi,  Our company would like to be able to utilize the Bitrix's Quote creation system, but we're not satisfied with the formatting of the quote when downloaded as a PDF. We were told that we could fix this problem by creating a Bitrix app. I've looked over the REST API, but I'm not sure where to begin. Are there any example applications or tutorials that I could look over that might point me in the right direction? Or could someone tell me how to get started?  What I am attempting...
Modified: 08/12/2015
Pages: 1
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