MTS LineItems

MTS Line Items is a tool to help you link your products and services to the Opportunities module. With it you can easily track both products and services that a customer has bought. It also supports converting an Opportunity to a Quote, Contract, or Invoice for a customer. Works with exporting to PDF, sending an Opportunity as a PDF, etc.

SKU: 8bce6e5a-20a9-4b92-8d18-b6ac97d40b77 Category: Tags: , , ,

Description

MTS Line Items add-on is a tool help you link your product and service to Opportunities module, It’s that is help you easy tracking these products has bought bythe customer. The features of this add-on are work the same Invoices, Quotes,…. help you save time and exactly when convert opportunity to contract, quotes,…

Also, it supports you quick convert Opportunity to Quote, Contract, or Invoiced to customer. export PDF, send Opportunity as PDF. PDF template popup has customized to fit with SuiteP theme (Support Invoices, Quotes, Contracts modules too). See screenshot in bellow.

Screen Shot 2019-09-08 at 3.10.01 PM.png

Add Productsand Services when create Opportunity
Screen Shot 2019-09-08 at 3.00.02 PM.png

Print Opportunity as PDF
Screen Shot 2019-09-08 at 3.03.52 PM.png
Screen Shot 2019-09-08 at 3.05.21 PM.png

Convert to Contract
Screen Shot 2019-09-08 at 3.06.22 PM.png

Convert to Quote
Screen Shot 2019-09-08 at 3.07.56 PM.png

More add-on may you need

History Time Line: See everything in a single timeline view
MTS Subpanel Search: QUICK SEARCH ANY INFORMATION IN A SUBPANEL
MTS Field Highlight: Highlight important fields, dropdown options on a record
MTS Notification: Notify users whenever they are assigned a record for any module in App

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