Automatically Create a Contract from a Quote in SugarCRM

sugarcrmdevelopers —  December 30, 2011

Imagine that you’ve just finished drafting up a quote for a potential customer. You’ve done the math, written-up the correct language, and set pricing and quantities for products. You send the quote and it’s approved. Great. But now you have to create another very similar document. The Contract.

To get around the tediousness of creating quotes then contracts with similar data and fields, Epicom designed a more efficient process. With this customization, Sugar will auto-create the contract based on data in the approved quote. A button was added to the detail view in the Quotes module titled “Create Contract”. Once clicked, the Contracts module will open and the contract will automatically be created from data in the quote. Additionally, the quote stage is automatically updated to “Confirmed”.

The benefit of auto-creating documents during the sales process not only increases efficiency, but also keeps data accurate and consistent throughout.

For more information about streamlining the sales process contact us at info@epicom.com or call 512-481-9000.