Est. Budget: $1,000.00
1 Customer module (use Sugarcrm Contacts) with Equipment tab. Contacts is unique to each property (check unit number and postal code for uniqueness). Need to store 3 parties (Bill to, Deliver to, Contact) instead of current 2 parties.
2 Quotation module (use “Advanced OpenSales 5.3.3” www.sugarforge.org/projects/sagilityopensal/) with Products, Contracts & Invoice module with some customization. Able to generate PDF copy of quote records for printing.
3 Contract module (use Contracts in “Advanced OpenSales” with customization ...