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General quote editing questions, Questions regarding templates, formats, etc
@Pauline, I've created a solution for this issue.

Please check my reply here:

[URL=https://www.bitrix24.com/support/forum/messages/forum39/topic11135/message105909/#message105909]https://www.bitrix24.com/support/forum/messages/forum39/topic11135/message105909/#message105909[/URL]


Example attached!
Edited: Rafael Vogel - 08/10/2017 22:17:28 (Adding better image.)
Changing quote template
@David and all others needing Quote templating:

I've been playing for a while and found that the current "templating engine" isn't that good. I've also played with other apps/solutions but they didn't helped also.

So, I've spend some time and built an HTML templating engine for Bitrix. You can both generate a quote from a Deal and a Quote. It's pre-alpha (I've done it only for me), but I'm willing to make it a public service with a very low cost (for maintenance purposes).

If you and other people would like to participate by beta-testing, please fill this form: [URL=https://goo.gl/forms/PHtk3UwWslL3S9Vu2]https://goo.gl/forms/PHtk3UwWslL3S9Vu2[/URL]

Kind regards
CRM: Deals/Leads View suggestions, Topic to suggest better viewing
Forget # 2 in List View: 2- Ability to add "Closed date" which makes a chronological indexed view of deal in a specific filter/range.

It's there, I've simply didn't found it before. I need glasses! LOL
More than 2 decimal places ?, It is a huge problem !
Thank you, Yana!

Regarding numbers and decimals:

1) It would also be great that Bitrix could support decimals like: 1.000.000,20. Nowadays it only supports 1,000,000.20;

2) I'd suggest that also "punctuated at thousands" could be a global setting;

3) Decimals could be also a "global setting", since when you have a list of Products in Deals (see attached picture) it's hard to read;

3) And finally, in list views, amounts should be right justified!
More than 2 decimal places ?, It is a huge problem !
I second that. I'm struggling with discount % limited to two decimals.
CRM: Deals/Leads View suggestions, Topic to suggest better viewing
Here's my 0.02 cents on how I believe Bitrix could be improved:

[B][U]List View:[/U][/B]

1- With the Amount Column/field:
a) Should be right justified, since it's a number, so decimals, thousands separators will be alligned;
b) Have a total sum at bottom, so we can quickly know how much we're dealing!

2- Ability to add "Closed date" which makes a chronological indexed view of deal in a specific filter/range.


[B][U]Kanban View:[/U][/B]

1- I don't know why all my company's Won Deals vanished from this view. If I switch to "List View" they're there. I'm the main admin of Bitrix here, with all priviledges.


[B][U]Reports View:[/U][/B]

1- The "Deals in progress > Grouping: Time" doesn't show the entire year. I'd love to have a view that shows Deals of Jan, Fev, Mar... up to Dec.


[B][U]General:
[/U][/B]
1- Ability to add a [B]Calculated Field[/B] based on the other fields. For instance: Margin, which could be calculated based on the [Deal Total Field] x [Margin % Custom Field]


I'll keep posting to this topic if I find more ideas.
CRM: Quotes, Topic to discuss Quote templating, bugs, etc...
Hi, I'm new to Bitrix (just one week), and I've advanced much much more than when I've used Salesforce in my past company. You guys have the best solution in place!

Having said that, I'm facing an issue generating quotes. Here's what I'm trying to accomplish:

1) I've created several products. One in particular, "Services" is a based on hourly/rate;

2) After registering a Deal, I've added 4 times "Services", but edited it's name for:
[LIST]
[*]Services - Discovery
[*]Services - Development
[*]Services - QA
[*]Services - Training
[/LIST]3) Each of the above share the same inherited values (price, VAT, etc..). The only difference is they have different quantities of Hours. The reason I've done that way is to have a more comprehensive quote, so the client knows exactly what he's buying.

4) When downloading the Quote, it only shows the first line, with all quantities (and prices, etc) summed up.



The work around for that is not to sel ect the product fr om the catalog, but manually input each one by one.


Is this a bug?
Edited: Rafael Vogel - 07/28/2017 23:55:01 (typos)
General quote editing questions, Questions regarding templates, formats, etc
My suggestion to the Bitrix dev team is to allow us to setup an HTML version of the Quote/Invoice with all the parameters available (Company, Contacts, Products, Deal and Quote data). It'll be easy for us to put up a custom template, fullfilling everyone's needs.
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