Quoting / Estimate

Module initially developed as an utility for company websites that provide services, but not necessary trough bulky and shop-oriented e-commerce interfaces. Hence, it primarily lack support for payment and order workflow, which can be achieve with other modules. It is meant to be very customizable.

To use, you should install the module and keep in mind it works with the following structure:

• To quote an item/product/service, one needs to fill specific information regarding it (e.g. quantity). This is accomplished by using a node type (user-created) with as much fields as desired. This is the quote item form. There can be multiple quote item forms. You can select one for every item/product/service content type, or even (>1.0-alpha2) one for every node.
• To finish the quote, the user has to fill in generic information about himself, his organization and the quote. For that, there should be another content type (user-created). This is the quote form. After submitting it, the quote is saved and optionally sent to the admin.
• The workflow is worked so it can easily be used by anon users without having to create an account, so the last form should contain contact information in this case.

With this in mind, you should work your setup in the following way:

1. Create content types for quote item forms and quote forms.
2. Visit admin/settings/quoting to configure them
3. Visit every item/service/product type page to enable them to be quotable.
4. Optionally enable the usefull blocks for navigation and quoting of items.
5. Or set menu items:
   • node/%node/quote : Form for quoting an item;
   • quote/finish : Quote form;
   • quote/clear : Clear quote;

Support for views is under way.