by MokasIT

Ditch data entry for your business forms. The Suite2Word add-on helps you save time creating contracts, quotes, and other key documents as Microsoft Word files by auto-filling desired fields with your SuiteCRM data. Create accurate documents per customer in seconds, without compromising quality.

Free 30 day trial
Try it Now

#5012 - quotes not list itens

Closed Bug? created by jcmoreno8 a year ago

The plugin is not bringing the quotation items, it only brings the fields related to the base record of the quotation

  1. MokasIT member avatar

    MokasIT Provider Affiliate

    a year ago

    Thanks for remark. Quotations and Invoices items table is on our roadmap. Your request will move it up. Give us one or two weeks to issue new version od Suite2Word with this feature. Ok?

  2. jcmoreno8 member avatar

    jcmoreno8

    a year ago

    Thanks for the quick feedback. I will wait for the new version, at this moment I managed an alternative route with the relational field bringing the item information inside the opportunity record and with that I have access to the data.

    However I came across another problem I am using the WYSIWYG type field in SuiteCRM and when exporting to Work the text is unformatted and displays the codes

    <

    p> before the text, how can I overcome this error?

  3. jcmoreno8 member avatar

    jcmoreno8

    a year ago

    exporting to Word

  4. jcmoreno8 member avatar

    jcmoreno8

    a year ago

    Hello, I have the plugin installed and depending on a response to complete the sale to the end customer, I urgently need a response to the problem of exporting content in WYSIWYG fields to MS Word, the text is unformatted

    • MokasIT member avatar

      MokasIT Provider Affiliate

      a year ago

      OK. Wll try do do it ASAP. I think it will take few days.

    • jcmoreno8 member avatar

      jcmoreno8

      a year ago

      Thanks for the feedback, I look forward

  5. MokasIT member avatar

    MokasIT Provider Affiliate

    a year ago

    We have uploaded new version witth WYSIWYG support.

    • jcmoreno8 member avatar

      jcmoreno8

      a year ago

      great news, how can i download the file for update?

  6. MokasIT member avatar

    MokasIT Provider Affiliate

    a year ago

    My Account > Purchases-> Suite2Word download file Suite2Word20230906.zip installl it and Quick Repair&Rebuild crm

  7. MokasIT member avatar

    MokasIT Provider Affiliate

    a year ago

    We have issued new version of S2W. Quotes and Ivoices line items is added as well.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "Spectacularly useful - price and performance are on spot!" - rick

    Read More Reviews